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
$725M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
712
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.47M
3
+$1.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$626K
5
WLY icon
John Wiley & Sons Class A
WLY
+$514K

Top Sells

1
+$1.64M
2
+$1.19M
3
+$1.17M
4
SYT
Syngenta Ag
SYT
+$634K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$579K

Sector Composition

1 Financials 17.35%
2 Technology 17.3%
3 Healthcare 11.93%
4 Communication Services 7.89%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$763K 0.11%
11,737
-671
227
$763K 0.11%
20,788
+277
228
$761K 0.11%
14,891
+194
229
$757K 0.1%
3,126
-110
230
$755K 0.1%
5,355
-484
231
$749K 0.1%
110,723
+4,593
232
$748K 0.1%
4,625
233
$747K 0.1%
4,453
+153
234
$744K 0.1%
6,894
235
$738K 0.1%
2,612
+60
236
$736K 0.1%
11,951
+146
237
$735K 0.1%
24,380
+361
238
$732K 0.1%
4,281
+246
239
$727K 0.1%
16,470
+548
240
$723K 0.1%
4,458
+66
241
$722K 0.1%
29,224
242
$712K 0.1%
7,388
+731
243
$710K 0.1%
51,808
-6,670
244
$708K 0.1%
17,783
-18
245
$708K 0.1%
34,486
+1,500
246
$706K 0.1%
19,044
+419
247
$702K 0.1%
15,294
-95
248
$699K 0.1%
5,765
+1,640
249
$699K 0.1%
3,068
+84
250
$699K 0.1%
27,139
+423
8 9
10
11 12