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
151
$2.08M 0.13%
5,411
+1,699
152
$2.07M 0.13%
7,068
+97
153
$2.06M 0.13%
17,561
+41
154
$2.06M 0.13%
9,893
-105
155
$2.04M 0.13%
43,965
+441
156
$2M 0.12%
22,132
-116
157
$2M 0.12%
40,280
+1,885
158
$1.97M 0.12%
20,546
159
$1.95M 0.12%
17,848
-118
160
$1.94M 0.12%
12,977
+50
161
$1.91M 0.12%
8,699
-405
162
$1.83M 0.11%
38,291
-130
163
$1.83M 0.11%
10,915
+2,693
164
$1.83M 0.11%
9,408
-115
165
$1.82M 0.11%
5,481
+63
166
$1.79M 0.11%
7,457
+52
167
$1.78M 0.11%
751
+9
168
$1.78M 0.11%
59,879
-1,084
169
$1.75M 0.11%
4,488
-17
170
$1.75M 0.11%
8,452
-11
171
$1.74M 0.11%
36,118
-1,596
172
$1.73M 0.11%
6,763
-191
173
$1.7M 0.1%
4,780
+89
174
$1.69M 0.1%
105,975
+3,962
175
$1.69M 0.1%
10,266
5 6
7
8 9