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
276
$633K 0.09%
6,142
+74
277
$629K 0.09%
325,029
+3,978
278
$628K 0.09%
14,055
+966
279
$626K 0.09%
+7,586
280
$624K 0.09%
6,050
281
$623K 0.09%
4,764
+75
282
$619K 0.09%
10,249
+657
283
$612K 0.08%
21,380
+226
284
$608K 0.08%
9,009
-535
285
$606K 0.08%
21,742
-742
286
$601K 0.08%
6,591
+108
287
$600K 0.08%
14,819
+197
288
$599K 0.08%
23,449
+1,477
289
$598K 0.08%
4,040
+142
290
$597K 0.08%
921
+72
291
$597K 0.08%
10,481
-204
292
$594K 0.08%
4,232
-12
293
$592K 0.08%
28,802
294
$590K 0.08%
9,086
+514
295
$587K 0.08%
7,375
+234
296
$587K 0.08%
5,550
+111
297
$587K 0.08%
8,705
+823
298
$585K 0.08%
7,548
-779
299
$584K 0.08%
6,410
300
$582K 0.08%
16,475
+720
10 11
12
13 14