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
926
-3,000
927
-11,894
928
-904
929
-16,097
930
-17,033
931
-1,710
932
-16,425
933
-1,144
934
-764
935
-7,943
936
-34,642
937
-6,503
938
-14,128
939
-7,539
940
-13,697
941
-4,055
942
-25,000
943
-1,678
944
-1,532