LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.24M
3
+$1.08M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$1.02M
5
NFLX icon
Netflix
NFLX
+$726K

Top Sells

1
+$4.98M
2
+$3.93M
3
+$3.86M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.88M
5
LBRDA icon
Liberty Broadband Class A
LBRDA
+$1.51M

Sector Composition

1 Technology 21.97%
2 Financials 12.23%
3 Healthcare 11.27%
4 Consumer Discretionary 8.66%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$379K 0.02%
4,597
+209
602
$377K 0.02%
10,433
603
$377K 0.02%
7,018
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604
$377K 0.02%
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605
$374K 0.02%
1,689
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606
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11,119
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607
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8,111
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$367K 0.02%
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609
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8,257
610
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643
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611
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612
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613
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6,000
614
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5,481
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615
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616
$363K 0.02%
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619
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1,374
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4,399
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$356K 0.02%
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623
$356K 0.02%
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624
$356K 0.02%
15,000
625
$355K 0.02%
20,000
23 24
25
26 27