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
726
$278K 0.02%
3,906
-741
727
$278K 0.02%
3,942
-133
728
$277K 0.02%
3,508
-9
729
$276K 0.02%
4,112
730
$276K 0.02%
16,910
+667
731
$276K 0.02%
5,483
+270
732
$276K 0.02%
6,564
-897
733
$275K 0.02%
5,484
734
$274K 0.02%
6,684
-1,484
735
$274K 0.02%
16,372
-67
736
$273K 0.02%
10,000
737
$272K 0.02%
3,744
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738
$272K 0.02%
3,606
739
$271K 0.02%
3,676
+10
740
$270K 0.02%
2,616
-12
741
$270K 0.02%
1,647
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742
$269K 0.02%
225
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743
$269K 0.02%
4,388
+18
744
$267K 0.02%
1,276
-56
745
$267K 0.02%
4,854
+49
746
$266K 0.02%
5,450
747
$265K 0.02%
5,769
+362
748
$264K 0.02%
8,958
-50
749
$264K 0.02%
2,410
+161
750
$263K 0.02%
7,574
-16,867
28 29
30
31 32