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
326
$535K 0.07%
4,881
+254
327
$534K 0.07%
6,682
+266
328
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37,482
+6,823
329
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37,654
-707
330
$526K 0.07%
29,911
+1,298
331
$525K 0.07%
2,642
332
$522K 0.07%
2,994
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333
$521K 0.07%
5,430
-498
334
$521K 0.07%
26,624
+675
335
$518K 0.07%
200,210
+8,267
336
$516K 0.07%
5,194
-92
337
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12,492
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338
$515K 0.07%
112,596
+13,561
339
$514K 0.07%
+8,065
340
$509K 0.07%
7,771
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341
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1,218
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342
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18,222
-1,110
343
$506K 0.07%
27,221
+133
344
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4,007
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345
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6,452
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346
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135,798
+3,577
347
$500K 0.07%
869
-4
348
$499K 0.07%
4,361
-2
349
$488K 0.07%
5,732
+101
350
$487K 0.07%
29,535
-1,875
12 13
14
15 16