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
426
$377K 0.05%
4,472
-246
427
$376K 0.05%
7,572
-76
428
$373K 0.05%
2,201
-1
429
$368K 0.05%
50,518
+2,033
430
$367K 0.05%
19,234
+539
431
$367K 0.05%
4,360
-22
432
$365K 0.05%
8,104
433
$364K 0.05%
4,587
-13
434
$363K 0.05%
1,504
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435
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2,403
+85
436
$356K 0.05%
1,930
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437
$354K 0.05%
7,001
+504
438
$354K 0.05%
3,533
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439
$352K 0.05%
3,229
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440
$352K 0.05%
8,553
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441
$349K 0.05%
1,013
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$349K 0.05%
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-1,005
443
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6,756
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444
$347K 0.05%
2,311
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$345K 0.05%
6,834
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446
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7,870
+200
447
$341K 0.05%
7,445
-1,009
448
$337K 0.05%
8,552
+44
449
$334K 0.05%
+1,742
450
$334K 0.05%
8,915
16 17
18
19 20