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
176
$1.68M 0.1%
10,396
-66
177
$1.68M 0.1%
38,414
+573
178
$1.67M 0.1%
14,884
-72
179
$1.67M 0.1%
7,450
-217
180
$1.67M 0.1%
6,481
+602
181
$1.66M 0.1%
49,148
-169
182
$1.65M 0.1%
16,539
+423
183
$1.63M 0.1%
4,735
-154
184
$1.63M 0.1%
5,842
-10
185
$1.63M 0.1%
27,418
+208
186
$1.62M 0.1%
36,273
+1,865
187
$1.61M 0.1%
27,751
-1,221
188
$1.61M 0.1%
11,910
+2,800
189
$1.61M 0.1%
5,647
-105
190
$1.61M 0.1%
12,724
+49
191
$1.59M 0.1%
22,893
+93
192
$1.59M 0.1%
10,347
+47
193
$1.58M 0.1%
28,250
194
$1.57M 0.1%
13,596
+177
195
$1.55M 0.1%
13,526
+208
196
$1.55M 0.1%
11,420
+2,176
197
$1.53M 0.09%
4,571
+61
198
$1.53M 0.09%
9,226
-475
199
$1.52M 0.09%
6,342
+149
200
$1.51M 0.09%
42,644
-133
6 7
8
9 10