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
901
$39K ﹤0.01%
15,996
+5,215
902
$19K ﹤0.01%
+69
903
$2K ﹤0.01%
+7
904
– –
-4,660
905
– –
-2,195
906
– –
-2,642
907
– –
-3,140
908
– –
-713
909
– –
-3,635
910
– –
-500
911
– –
-18,195
912
– –
-759
913
– –
-1,638
914
– –
-4,075
915
– –
-8,988
916
– –
-21,817
917
– –
-580
918
– –
-4,312
919
– –
-12,478
920
– –
-4,099
921
– –
-12,385
922
– –
-2,570
923
– –
-3,029
924
– –
-687
925
– –
-289
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