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
401
$409K 0.06%
6,234
+60
402
$409K 0.06%
12,890
+474
403
$409K 0.06%
8,701
+1,140
404
$407K 0.06%
18,880
+1,416
405
$406K 0.06%
7,626
+204
406
$406K 0.06%
6,659
-134
407
$405K 0.06%
16,923
+179
408
$404K 0.06%
1,524
409
$403K 0.06%
31,725
+1,159
410
$399K 0.06%
+8,461
411
$397K 0.05%
5,941
-163
412
$397K 0.05%
3,771
-4
413
$396K 0.05%
5,784
+4
414
$395K 0.05%
4,250
+203
415
$395K 0.05%
6,031
+28
416
$394K 0.05%
12,386
-45
417
$394K 0.05%
24,373
+6,772
418
$392K 0.05%
71,533
+22,790
419
$387K 0.05%
6,963
-298
420
$385K 0.05%
103,616
+2,958
421
$384K 0.05%
27,410
+1,327
422
$383K 0.05%
3,570
423
$382K 0.05%
9,086
+610
424
$381K 0.05%
6,924
+1,528
425
$379K 0.05%
9,141
-1,615
15 16
17
18 19