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
251
$694K 0.1%
19,091
+748
252
$693K 0.1%
45,008
+2,357
253
$693K 0.1%
9,475
+84
254
$690K 0.1%
13,427
+243
255
$685K 0.09%
9,435
-256
256
$684K 0.09%
5,676
-223
257
$679K 0.09%
4,269
+221
258
$678K 0.09%
9,418
-7
259
$678K 0.09%
5,726
-435
260
$675K 0.09%
7,513
261
$674K 0.09%
12,130
-1,298
262
$672K 0.09%
4,166
+15
263
$667K 0.09%
74,727
-51,500
264
$665K 0.09%
4,078
+375
265
$663K 0.09%
9,142
+722
266
$659K 0.09%
17,283
-329
267
$657K 0.09%
3,824
+362
268
$653K 0.09%
4,695
269
$650K 0.09%
18,571
+1,211
270
$648K 0.09%
5,402
271
$646K 0.09%
18,275
+1,197
272
$641K 0.09%
41,677
+6,551
273
$640K 0.09%
11,008
274
$638K 0.09%
6,033
-338
275
$634K 0.09%
6,834
-653
9 10
11
12 13