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
576
$223K 0.03%
3,644
+54
577
$222K 0.03%
+3,847
578
$222K 0.03%
5,495
+425
579
$220K 0.03%
3,150
-742
580
$220K 0.03%
1,059
581
$219K 0.03%
1,181
582
$219K 0.03%
16,680
+3,194
583
$219K 0.03%
+6,272
584
$218K 0.03%
1,151
+4
585
$218K 0.03%
3,142
+52
586
$216K 0.03%
+3,566
587
$216K 0.03%
4,904
+179
588
$216K 0.03%
32,659
+2,239
589
$216K 0.03%
18,298
+3,709
590
$215K 0.03%
4,741
+416
591
$214K 0.03%
1,652
592
$213K 0.03%
+1,797
593
$212K 0.03%
16,347
+3,130
594
$212K 0.03%
4,751
+77
595
$211K 0.03%
2,163
-24
596
$210K 0.03%
+2,765
597
$208K 0.03%
1,899
-311
598
$208K 0.03%
6,206
+329
599
$208K 0.03%
17,757
+3,573
600
$207K 0.03%
15,889
+3,173
22 23
24
25 26