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
526
$252K 0.03%
6,000
527
$252K 0.03%
2,391
+75
528
$251K 0.03%
3,531
529
$251K 0.03%
4,538
530
$250K 0.03%
2,813
+60
531
$249K 0.03%
4,785
+1
532
$249K 0.03%
2,657
533
$247K 0.03%
+2,240
534
$246K 0.03%
4,843
+404
535
$246K 0.03%
1,769
+60
536
$246K 0.03%
3,931
+2,459
537
$245K 0.03%
38,301
+2,049
538
$245K 0.03%
7,223
+385
539
$244K 0.03%
29,323
+1,740
540
$244K 0.03%
4,025
541
$243K 0.03%
1,995
542
$243K 0.03%
+5,318
543
$243K 0.03%
9,545
+1,492
544
$242K 0.03%
3,920
-129
545
$242K 0.03%
+22,734
546
$240K 0.03%
4,676
+17
547
$240K 0.03%
1,315
-904
548
$239K 0.03%
3,442
549
$239K 0.03%
3,918
+239
550
$239K 0.03%
2,618
+13
20 21
22
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