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
451
$333K 0.05%
4,481
-201
452
$332K 0.05%
19,435
+575
453
$330K 0.05%
4,462
-689
454
$329K 0.05%
4,269
+43
455
$328K 0.05%
5,380
-520
456
$327K 0.05%
26,471
+4,829
457
$325K 0.04%
3,736
+486
458
$322K 0.04%
8,724
+121
459
$319K 0.04%
4,499
+45
460
$318K 0.04%
48,605
-8,955
461
$318K 0.04%
12,369
+1,840
462
$318K 0.04%
4,394
+102
463
$318K 0.04%
16,082
+277
464
$314K 0.04%
8,029
+841
465
$313K 0.04%
1,217
-124
466
$312K 0.04%
3,154
-440
467
$311K 0.04%
7,086
-1,012
468
$311K 0.04%
+2,081
469
$309K 0.04%
10,889
+675
470
$309K 0.04%
2,812
+155
471
$308K 0.04%
2,078
+147
472
$307K 0.04%
8,359
+50
473
$307K 0.04%
4,700
474
$306K 0.04%
9,343
+237
475
$306K 0.04%
2,559
+248
17 18
19
20 21