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
501
$273K 0.04%
2,991
+611
502
$273K 0.04%
1,691
+101
503
$272K 0.04%
18,046
-34
504
$271K 0.04%
+4,900
505
$270K 0.04%
8,424
-192
506
$269K 0.04%
48,934
+2,822
507
$269K 0.04%
2,877
+532
508
$269K 0.04%
8,835
-36
509
$267K 0.04%
5,569
510
$264K 0.04%
4,860
-560
511
$264K 0.04%
23,158
+1,641
512
$263K 0.04%
3,742
-151
513
$263K 0.04%
5,457
-1,332
514
$261K 0.04%
3,147
-298
515
$260K 0.04%
1,523
+199
516
$259K 0.04%
2,086
+133
517
$259K 0.04%
+5,148
518
$259K 0.04%
5,158
-728
519
$258K 0.04%
7,712
+60
520
$258K 0.04%
13,867
-122
521
$258K 0.04%
9,962
+364
522
$258K 0.04%
+13,800
523
$255K 0.04%
3,815
+31
524
$255K 0.04%
3,196
+208
525
$253K 0.03%
+9,095
19 20
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