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
76
$3.81M 0.24%
18,798
+317
77
$3.71M 0.23%
8,737
+130
78
$3.69M 0.23%
62,306
-41
79
$3.63M 0.22%
7,551
-40
80
$3.63M 0.22%
24,516
-5,293
81
$3.62M 0.22%
9,574
+2
82
$3.62M 0.22%
48,622
+20,744
83
$3.59M 0.22%
161,275
+3,664
84
$3.53M 0.22%
17,656
+22
85
$3.53M 0.22%
43,138
+561
86
$3.51M 0.22%
44,856
87
$3.4M 0.21%
56,629
+2,776
88
$3.4M 0.21%
27,096
+214
89
$3.38M 0.21%
57,478
-2,420
90
$3.37M 0.21%
20,114
+81
91
$3.36M 0.21%
19,865
+182
92
$3.36M 0.21%
42,768
+421
93
$3.35M 0.21%
15,778
-1,415
94
$3.35M 0.21%
12,606
+86
95
$3.34M 0.21%
25,932
+61
96
$3.31M 0.2%
15,606
+50
97
$3.28M 0.2%
53,115
-2,598
98
$3.22M 0.2%
33,105
+288
99
$3.2M 0.2%
40,050
+42
100
$3.18M 0.2%
43,614
+6,106
2 3
4
5 6