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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
926
– –
-21,817
927
– –
-580
928
– –
-12,478
929
– –
-4,099
930
– –
-12,385
931
– –
-2,570
932
– –
-3,029
933
– –
-687
934
– –
-289
935
– –
-3,000
936
– –
-11,894
937
– –
-904
938
– –
-16,097
939
– –
-17,033
940
– –
-13,697
941
– –
-4,055
942
– –
-25,000
943
– –
-1,678
944
– –
-1,532
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