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
926
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927
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928
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929
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930
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931
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-25,000
932
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933
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934
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935
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936
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937
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938
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939
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940
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-687
941
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-16,425
942
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943
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-7,539
944
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-13,697
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