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
601
$205K 0.03%
+3,998
602
$205K 0.03%
14,400
603
$204K 0.03%
2,402
-381
604
$203K 0.03%
+5,124
605
$202K 0.03%
+1,909
606
$202K 0.03%
16,600
+3,312
607
$201K 0.03%
+4,721
608
$201K 0.03%
+2,556
609
$201K 0.03%
4,215
+44
610
$193K 0.03%
18,773
+3,753
611
$191K 0.03%
+11,654
612
$177K 0.02%
13,444
+2,688
613
$176K 0.02%
16,701
+1,004
614
$159K 0.02%
12,738
+1,789
615
$159K 0.02%
+10,919
616
$157K 0.02%
+12,523
617
$156K 0.02%
+11,705
618
$155K 0.02%
+13,831
619
$153K 0.02%
+12,138
620
$152K 0.02%
+11,604
621
$146K 0.02%
+10,088
622
$143K 0.02%
13,479
+2,692
623
$140K 0.02%
+11,592
624
$138K 0.02%
+10,795
625
$136K 0.02%
17,042
+1,539
23 24
25
26 27