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
701
$296K 0.02%
6,057
+362
702
$295K 0.02%
4,109
+75
703
$294K 0.02%
9,597
-415
704
$293K 0.02%
2,853
+16
705
$293K 0.02%
7,770
706
$293K 0.02%
8,686
+2,835
707
$293K 0.02%
1,777
-17
708
$291K 0.02%
1,929
+15
709
$290K 0.02%
18,784
-611
710
$289K 0.02%
2,228
-195
711
$286K 0.02%
1,450
712
$284K 0.02%
669
+26
713
$283K 0.02%
5,860
714
$283K 0.02%
2,485
-119
715
$283K 0.02%
+1,246
716
$282K 0.02%
+977
717
$282K 0.02%
9,909
+88
718
$282K 0.02%
2,678
+1
719
$281K 0.02%
653
-25
720
$280K 0.02%
14,556
721
$280K 0.02%
+11,019
722
$279K 0.02%
11,322
-1,012
723
$279K 0.02%
5,769
-820
724
$278K 0.02%
2,760
-114
725
$278K 0.02%
411
+24
27 28
29
30 31