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
351
$480K 0.07%
8,217
-850
352
$477K 0.07%
5,777
+72
353
$476K 0.07%
5,658
+230
354
$474K 0.07%
13,449
+1,093
355
$473K 0.07%
10,757
+5,885
356
$472K 0.07%
5,519
+57
357
$471K 0.07%
8,001
-60
358
$471K 0.07%
6,450
+67
359
$470K 0.06%
25,298
+213
360
$469K 0.06%
26,733
+1,022
361
$469K 0.06%
10,622
+263
362
$467K 0.06%
13,720
-42
363
$467K 0.06%
14,701
-327
364
$466K 0.06%
14,571
365
$464K 0.06%
58,234
+17,844
366
$463K 0.06%
2,039
+83
367
$462K 0.06%
33,226
+3,694
368
$461K 0.06%
33,748
+1,012
369
$461K 0.06%
26,230
+681
370
$459K 0.06%
7,244
-27
371
$458K 0.06%
41,301
+578
372
$457K 0.06%
20,508
+526
373
$457K 0.06%
10,037
+955
374
$456K 0.06%
22,450
+1,510
375
$452K 0.06%
4,660
+232
13 14
15
16 17