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
26
$4.43M 0.61%
38,808
+604
27
$4.32M 0.6%
25,657
+1,142
28
$4.3M 0.59%
24,126
-37
29
$4.28M 0.59%
86,223
+190
30
$4.13M 0.57%
37,836
+493
31
$4.04M 0.56%
149,991
+12,443
32
$3.97M 0.55%
75,777
+1,910
33
$3.93M 0.54%
49,593
-1,777
34
$3.92M 0.54%
75,980
-860
35
$3.65M 0.5%
83,387
+1,565
36
$3.64M 0.5%
16,993
-195
37
$3.43M 0.47%
75,065
-5,077
38
$3.4M 0.47%
10,368
-358
39
$3.36M 0.46%
21,888
-219
40
$3.25M 0.45%
51,365
+1,126
41
$3.24M 0.45%
48,056
+1,306
42
$3.21M 0.44%
17,518
-21
43
$3.21M 0.44%
73,833
-635
44
$3.17M 0.44%
17,247
+566
45
$3.08M 0.43%
19,728
-107
46
$3.03M 0.42%
102,030
+75
47
$2.92M 0.4%
45,760
+1,303
48
$2.92M 0.4%
85,340
-633
49
$2.91M 0.4%
38,628
-543
50
$2.9M 0.4%
29,195
-1,198
1
2
3 4 5