LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$1.58M
2
+$1.24M
3
+$1.08M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$973K
5
NFLX icon
Netflix
NFLX
+$654K

Top Sells

1
+$5.13M
2
+$4.04M
3
+$3.98M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.94M
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
776
$239K 0.01%
21,472
-763
777
$238K 0.01%
1,262
+51
778
$237K 0.01%
1,596
+66
779
$237K 0.01%
5,000
-434
780
$237K 0.01%
4,826
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$237K 0.01%
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782
$236K 0.01%
3,760
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783
$235K 0.01%
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784
$234K 0.01%
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785
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786
$233K 0.01%
4,260
787
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4,189
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788
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789
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790
$232K 0.01%
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795
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796
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5,338
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797
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798
$226K 0.01%
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799
$226K 0.01%
135
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$226K 0.01%
7,686
-10,755
30 31
32
33 34