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
551
$239K 0.03%
14,814
+471
552
$239K 0.03%
1,969
-317
553
$235K 0.03%
5,720
+104
554
$234K 0.03%
3,531
+316
555
$233K 0.03%
1,348
-35
556
$233K 0.03%
4,710
+544
557
$232K 0.03%
3,769
-733
558
$232K 0.03%
3,172
559
$231K 0.03%
4,375
-16
560
$230K 0.03%
1,347
+93
561
$230K 0.03%
+18,120
562
$229K 0.03%
1,351
+268
563
$229K 0.03%
3,939
564
$229K 0.03%
+2,505
565
$228K 0.03%
9,567
+430
566
$228K 0.03%
+4,325
567
$227K 0.03%
2,139
+34
568
$227K 0.03%
7,350
569
$227K 0.03%
13,265
+2,857
570
$226K 0.03%
8,262
-48
571
$226K 0.03%
937
+84
572
$226K 0.03%
+1,700
573
$225K 0.03%
5,087
+373
574
$224K 0.03%
+2,971
575
$224K 0.03%
11,094
-413
21 22
23
24 25