LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+0.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.61B
AUM Growth
-$20.8M
(-1.3%)
Cap. Flow
-$11.2M
Cap. Flow
% of AUM
-0.7%
Top 10 Holdings %
Top 10 Hldgs %
28.58%
Holding
944
New
38
Increased
452
Reduced
326
Closed
41
Top Buys
| 1 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.54M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$1.24M |
| 3 |
ProShares Short Russell2000
RWM
|
$1.08M |
| 4 |
ProShares UltraShort S&P500
SDS
|
$1.02M |
| 5 |
Netflix
NFLX
|
$726K |
Top Sells
| 1 |
AT&T
T
|
$4.98M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.93M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$3.86M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$1.88M |
| 5 |
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% |
