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
51
$5.41M 0.33%
45,768
+258
52
$5.31M 0.33%
114,315
-2,235
53
$5.19M 0.32%
47,061
+275
54
$5.12M 0.32%
18,688
-641
55
$5.11M 0.32%
95,955
-4,095
56
$5.1M 0.31%
58,539
-194
57
$5.05M 0.31%
21,836
+520
58
$5.04M 0.31%
8,829
+158
59
$5.04M 0.31%
9,336
-75
60
$4.99M 0.31%
25,954
+111
61
$4.57M 0.28%
137,223
62
$4.52M 0.28%
89,629
+125
63
$4.49M 0.28%
19,645
+56
64
$4.36M 0.27%
80,633
-4,986
65
$4.3M 0.27%
77,674
66
$4.29M 0.26%
43,516
+27
67
$4.28M 0.26%
89,058
+1,710
68
$4.24M 0.26%
21,616
-257
69
$4.19M 0.26%
41,297
+114
70
$4.12M 0.25%
23,194
+618
71
$4.08M 0.25%
184,295
+2,420
72
$4.06M 0.25%
16,235
-207
73
$4.03M 0.25%
187,552
+128
74
$4.01M 0.25%
76,373
-1,458
75
$3.92M 0.24%
30,424
+45
1 2
3
4 5