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
876
$124K 0.01%
22,460
-750
877
$121K 0.01%
238
-4
878
$116K 0.01%
15,003
879
$113K 0.01%
15,595
+2,800
880
$111K 0.01%
19,280
-1,322
881
$109K 0.01%
+556
882
$106K 0.01%
13,044
-3,514
883
$100K 0.01%
11,598
884
$96K 0.01%
1,577
-2,968
885
$94K 0.01%
10,102
+102
886
$90K 0.01%
10,725
887
$90K 0.01%
+10,010
888
$87K 0.01%
12,262
+1,506
889
$83K 0.01%
10,531
890
$82K 0.01%
14,771
891
$81K 0.01%
+17,750
892
$80K ﹤0.01%
3,333
-34
893
$74K ﹤0.01%
14,686
-567
894
$68K ﹤0.01%
2,747
895
$66K ﹤0.01%
12,388
-98
896
$64K ﹤0.01%
10,893
-4,771
897
$55K ﹤0.01%
20,536
-1,535
898
$54K ﹤0.01%
2,617
-2,274
899
$46K ﹤0.01%
26,625
900
$41K ﹤0.01%
13