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
826
$212K 0.01%
3,656
+131
827
$210K 0.01%
3,580
-134
828
$210K 0.01%
+13,153
829
$208K 0.01%
+4,536
830
$208K 0.01%
2,250
-62
831
$207K 0.01%
2,155
-123
832
$205K 0.01%
1,766
+11
833
$205K 0.01%
8,008
-1,000
834
$205K 0.01%
2,887
-38
835
$204K 0.01%
9,524
+98
836
$204K 0.01%
+1,357
837
$204K 0.01%
1,931
-100
838
$203K 0.01%
8,091
-484
839
$203K 0.01%
4,268
+345
840
$202K 0.01%
+668
841
$202K 0.01%
4,743
-11
842
$202K 0.01%
+1,168
843
$201K 0.01%
4,061
-19
844
$201K 0.01%
+2,312
845
$201K 0.01%
50,857
+146
846
$201K 0.01%
478
+20
847
$200K 0.01%
+1,194
848
$200K 0.01%
+2,858
849
$200K 0.01%
4,194
-106
850
$193K 0.01%
20,109
32 33
34
35 36