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
201
$1.5M 0.09%
22,474
-307
202
$1.5M 0.09%
27,627
-842
203
$1.5M 0.09%
11,261
-1,008
204
$1.47M 0.09%
22,956
-330
205
$1.47M 0.09%
25,860
-1,340
206
$1.47M 0.09%
13,541
+1,158
207
$1.47M 0.09%
38,424
+235
208
$1.46M 0.09%
1,852
+37
209
$1.46M 0.09%
5,116
-49
210
$1.46M 0.09%
20,142
-22
211
$1.44M 0.09%
10,564
+332
212
$1.44M 0.09%
49,712
-385
213
$1.43M 0.09%
4,002
214
$1.42M 0.09%
12,530
+265
215
$1.41M 0.09%
11,053
+83
216
$1.4M 0.09%
20,299
+88
217
$1.4M 0.09%
19,658
-310
218
$1.39M 0.09%
6,951
-494
219
$1.38M 0.08%
10,389
+144
220
$1.37M 0.08%
47,473
+186
221
$1.37M 0.08%
2,263
+40
222
$1.37M 0.08%
4,559
+48
223
$1.37M 0.08%
23,308
+836
224
$1.35M 0.08%
11,742
+24
225
$1.34M 0.08%
20,328
-241
7 8
9
10 11