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
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%
5,735
-30
780
$237K 0.01%
5,000
-434
781
$237K 0.01%
4,826
-280
782
$236K 0.01%
3,760
+163
783
$235K 0.01%
10,478
+133
784
$234K 0.01%
+1,131
785
$234K 0.01%
4,003
-103
786
$233K 0.01%
4,260
787
$232K 0.01%
4,189
+159
788
$232K 0.01%
+588
789
$232K 0.01%
+4,837
790
$232K 0.01%
4,242
+71
791
$232K 0.01%
372
792
$230K 0.01%
10,086
-72
793
$229K 0.01%
2,927
-38
794
$228K 0.01%
2,549
795
$228K 0.01%
5,338
-92
796
$228K 0.01%
1,705
+39
797
$228K 0.01%
4,922
+440
798
$226K 0.01%
+1,031
799
$226K 0.01%
7,686
-10,755
800
$226K 0.01%
135
-7
30 31
32
33 34