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
801
$225K 0.01%
1,875
-210
802
$224K 0.01%
14,029
-11
803
$224K 0.01%
7,491
+134
804
$222K 0.01%
12,562
+182
805
$222K 0.01%
2,928
+57
806
$222K 0.01%
8,888
+161
807
$222K 0.01%
1,965
-155
808
$220K 0.01%
+1,489
809
$220K 0.01%
1,670
+9
810
$220K 0.01%
1,707
+98
811
$219K 0.01%
4,703
-132
812
$218K 0.01%
2,693
-93
813
$218K 0.01%
2,648
+1
814
$218K 0.01%
3,980
-193
815
$217K 0.01%
1,162
+17
816
$217K 0.01%
+1,393
817
$217K 0.01%
6,494
+20
818
$216K 0.01%
+1,489
819
$215K 0.01%
1,307
820
$215K 0.01%
1,081
-9
821
$214K 0.01%
+8,547
822
$214K 0.01%
+5,491
823
$214K 0.01%
75,235
+1,730
824
$214K 0.01%
+8,920
825
$214K 0.01%
+3,023
31 32
33
34 35