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
851
$192K 0.01%
36,706
+5,530
852
$192K 0.01%
19,246
-593
853
$189K 0.01%
30,997
854
$178K 0.01%
28,457
+133
855
$175K 0.01%
10,713
+334
856
$173K 0.01%
12,500
857
$173K 0.01%
2,455
+529
858
$173K 0.01%
12,771
-3,156
859
$172K 0.01%
+10,946
860
$170K 0.01%
21,935
-1,755
861
$167K 0.01%
16,504
-67
862
$164K 0.01%
10,396
-35
863
$164K 0.01%
15,348
+275
864
$163K 0.01%
13,170
+441
865
$159K 0.01%
57,732
+2,203
866
$158K 0.01%
8
867
$158K 0.01%
14,577
-9,024
868
$155K 0.01%
10,000
869
$151K 0.01%
13,502
-141
870
$149K 0.01%
20,200
871
$149K 0.01%
25,648
-245
872
$146K 0.01%
20,029
-304
873
$143K 0.01%
27,259
+621
874
$140K 0.01%
10,889
-229
875
$138K 0.01%
10,500
-246
33 34
35
36 37