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
301
$582K 0.08%
16,851
+1,204
302
$578K 0.08%
12,816
-1,499
303
$578K 0.08%
4,200
+192
304
$577K 0.08%
8,755
305
$575K 0.08%
47,542
+3,782
306
$573K 0.08%
9,204
+6
307
$573K 0.08%
20,590
-2,001
308
$571K 0.08%
11,275
+132
309
$569K 0.08%
9,077
+36
310
$569K 0.08%
15,461
-1,945
311
$569K 0.08%
32,040
+2,145
312
$568K 0.08%
5,387
+28
313
$568K 0.08%
3,738
+3
314
$564K 0.08%
6,548
-1,311
315
$563K 0.08%
9,817
-122
316
$562K 0.08%
21,278
-1,929
317
$560K 0.08%
49,532
+5,630
318
$558K 0.08%
2,783
-440
319
$553K 0.08%
3,585
-477
320
$551K 0.08%
23,293
+707
321
$550K 0.08%
3,673
+54
322
$550K 0.08%
4,927
+182
323
$548K 0.08%
7,851
+713
324
$546K 0.08%
9,638
+395
325
$539K 0.07%
1,919
+277
11 12
13
14 15