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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$1.58M
2
+$1.24M
3
+$1.08M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$973K
5
NFLX icon
Netflix
NFLX
+$654K

Top Sells

1
+$5.13M
2
+$4.04M
3
+$3.98M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.94M
5
LBRDA icon
Liberty Broadband Class A
LBRDA
+$1.51M

Sector Composition

1 Technology 21.98%
2 Financials 12.23%
3 Healthcare 11.26%
4 Consumer Discretionary 8.66%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$39K ﹤0.01%
15,996
+5,215
902
$19K ﹤0.01%
+69
903
$2K ﹤0.01%
+7
904
– –
-4,312
905
– –
-3,635
906
– –
-4,660
907
– –
-7,539
908
– –
-2,195
909
– –
-2,642
910
– –
-3,140
911
– –
-713
912
– –
-500
913
– –
-18,195
914
– –
-759
915
– –
-1,638
916
– –
-4,075
917
– –
-8,988
918
– –
-1,710
919
– –
-16,425
920
– –
-1,144
921
– –
-764
922
– –
-15,886
923
– –
-34,642
924
– –
-6,503
925
– –
-14,128
34 35 36
37
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