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
751
$262K 0.02%
805
+9
752
$260K 0.02%
4,337
-159
753
$256K 0.02%
7,534
754
$255K 0.02%
8,746
+11
755
$255K 0.02%
3,000
756
$254K 0.02%
26,119
+2,021
757
$252K 0.02%
4,855
-395
758
$252K 0.02%
5,481
-174
759
$250K 0.02%
5,935
+1
760
$250K 0.02%
9,000
761
$250K 0.02%
2,146
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$250K 0.02%
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763
$250K 0.02%
22,717
+3,540
764
$249K 0.02%
875
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765
$248K 0.02%
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766
$248K 0.02%
1,361
767
$246K 0.02%
10,159
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$246K 0.02%
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769
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4,128
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4,087
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$243K 0.02%
4,774
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772
$242K 0.01%
12,203
773
$240K 0.01%
98,076
+3,412
774
$239K 0.01%
1,062
775
$239K 0.01%
9,540
+8
29 30
31
32 33