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
376
$449K 0.06%
6,431
+485
377
$447K 0.06%
8,160
+41
378
$446K 0.06%
28,101
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379
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13,000
380
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10,659
-327
381
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5,199
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382
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6,886
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383
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29,258
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384
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8,317
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385
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1,902
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386
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9,539
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387
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20,271
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389
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4,477
-2,207
390
$425K 0.06%
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6,773
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7,481
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3,185
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394
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23,593
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15,374
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396
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12,325
+593
397
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12,048
+1,176
398
$417K 0.06%
21,598
+542
399
$413K 0.06%
7,370
+115
400
$410K 0.06%
3,479
+22
14 15
16
17 18