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
101
$3.14M 0.19%
14,341
+1,950
102
$3.1M 0.19%
24,756
-211
103
$3.07M 0.19%
51,492
-534
104
$3.04M 0.19%
265,932
+2,010
105
$2.9M 0.18%
41,562
-7,036
106
$2.89M 0.18%
59,680
-650
107
$2.87M 0.18%
14,687
+75
108
$2.87M 0.18%
21,274
+687
109
$2.84M 0.18%
3,383
-11
110
$2.79M 0.17%
39,801
+1,483
111
$2.79M 0.17%
32,499
+1,453
112
$2.79M 0.17%
51,367
+30
113
$2.77M 0.17%
37,291
+24
114
$2.75M 0.17%
80,115
+10,606
115
$2.71M 0.17%
26,329
+1,404
116
$2.71M 0.17%
3,719
-16
117
$2.69M 0.17%
13,955
+300
118
$2.67M 0.16%
10,110
+108
119
$2.66M 0.16%
19,377
-49
120
$2.61M 0.16%
17,787
-1,057
121
$2.53M 0.16%
6,782
+711
122
$2.52M 0.16%
13,121
-25
123
$2.44M 0.15%
46,440
+3,750
124
$2.43M 0.15%
28,648
+4,251
125
$2.4M 0.15%
3,850
-10
3 4
5
6 7