LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$1.58M
2
+$1.24M
3
+$1.08M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$973K
5
NFLX icon
Netflix
NFLX
+$654K

Top Sells

1
+$5.13M
2
+$4.04M
3
+$3.98M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.94M
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
626
$351K 0.02%
4,655
-500
627
$350K 0.02%
2,223
-56
628
$348K 0.02%
13,004
+538
629
$348K 0.02%
6,954
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630
$346K 0.02%
6,032
-85
631
$345K 0.02%
4,008
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632
$345K 0.02%
16,356
-153
633
$344K 0.02%
52,522
+6,691
634
$343K 0.02%
3,854
-16
635
$343K 0.02%
727
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636
$343K 0.02%
1,477
-33
637
$340K 0.02%
5,532
-83
638
$339K 0.02%
4,231
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639
$339K 0.02%
7,216
+487
640
$338K 0.02%
777
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641
$338K 0.02%
8,600
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642
$338K 0.02%
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643
$337K 0.02%
6,417
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644
$335K 0.02%
3,145
645
$334K 0.02%
13,682
-1,013
646
$334K 0.02%
5,363
-129
647
$334K 0.02%
6,306
+29
648
$333K 0.02%
2,985
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649
$333K 0.02%
11,036
+46
650
$331K 0.02%
40,789
+680
24 25
26
27 28