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
476
$305K 0.04%
19,999
+343
477
$304K 0.04%
6,047
-51
478
$304K 0.04%
31,806
+1,141
479
$303K 0.04%
6,525
+792
480
$300K 0.04%
1,822
-302
481
$300K 0.04%
3,420
+46
482
$298K 0.04%
8,699
+90
483
$297K 0.04%
15,915
+120
484
$296K 0.04%
2,527
+213
485
$292K 0.04%
+1,764
486
$292K 0.04%
10,770
-1,575
487
$291K 0.04%
10,402
488
$290K 0.04%
4,522
-53
489
$288K 0.04%
8,396
-470
490
$287K 0.04%
+6,153
491
$286K 0.04%
8,402
-213
492
$284K 0.04%
5,489
+69
493
$282K 0.04%
+6,604
494
$281K 0.04%
8,108
-659
495
$279K 0.04%
2,264
+192
496
$278K 0.04%
4,380
+515
497
$278K 0.04%
11,179
+245
498
$275K 0.04%
5,484
-230
499
$274K 0.04%
25,346
+1,162
500
$274K 0.04%
+6,620
18 19
20
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