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
651
$331K 0.02%
4,733
+32
652
$331K 0.02%
8,165
+95
653
$330K 0.02%
26,636
+9
654
$330K 0.02%
1,144
-1
655
$329K 0.02%
1,299
-8
656
$329K 0.02%
8,070
+108
657
$329K 0.02%
34,050
+2,794
658
$329K 0.02%
1,606
-52
659
$329K 0.02%
1,938
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660
$328K 0.02%
24,409
-4,388
661
$328K 0.02%
20,000
662
$328K 0.02%
2,925
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663
$326K 0.02%
6,052
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664
$325K 0.02%
8,888
-4
665
$324K 0.02%
5,555
-4,080
666
$324K 0.02%
1,033
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$324K 0.02%
18,666
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668
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1,302
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669
$323K 0.02%
19,178
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670
$323K 0.02%
19,397
+3,516
671
$322K 0.02%
6,486
+244
672
$320K 0.02%
21,400
673
$320K 0.02%
7,406
+613
674
$320K 0.02%
9,739
-907
675
$319K 0.02%
3,205
+4
25 26
27
28 29