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
676
$318K 0.02%
8,916
+229
677
$318K 0.02%
3,050
678
$317K 0.02%
12,009
679
$315K 0.02%
2,715
-103
680
$315K 0.02%
1,860
-86
681
$315K 0.02%
8,842
-19
682
$314K 0.02%
210,572
+19,245
683
$314K 0.02%
486
+75
684
$312K 0.02%
47,426
+4,415
685
$310K 0.02%
6,359
686
$310K 0.02%
1,979
-48
687
$308K 0.02%
6,429
+10
688
$308K 0.02%
8,308
-250
689
$307K 0.02%
8,339
-46
690
$307K 0.02%
3,268
-1,545
691
$306K 0.02%
898
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692
$305K 0.02%
629
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$304K 0.02%
6,071
-24
694
$303K 0.02%
12,861
+400
695
$303K 0.02%
+950
696
$299K 0.02%
8,555
-18
697
$299K 0.02%
18,235
698
$298K 0.02%
5,376
+55
699
$296K 0.02%
10,682
-392
700
$296K 0.02%
24,334
+6,084
26 27
28
29 30