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
626
$133K 0.02%
20,731
627
$127K 0.02%
+11,149
628
$126K 0.02%
+25,883
629
$124K 0.02%
12,029
+223
630
$111K 0.02%
18,382
631
$109K 0.02%
34,608
+1,025
632
$106K 0.01%
3,055
-98
633
$75K 0.01%
+224,118
634
$70K 0.01%
+2,015
635
$56K 0.01%
56
636
$47K 0.01%
+12,162
637
$41K 0.01%
+10,129
638
$40K 0.01%
+30,659
639
$36K 0.01%
220
640
$16K ﹤0.01%
26,625
641
$16K ﹤0.01%
+12,051
642
– –
-1,013
643
– –
-2,805
644
– –
-63,990
645
– –
-5,108
646
– –
-100
647
– –
-87
648
– –
-1,205
649
– –
-1,166
650
– –
-1,641
24 25
26
27 28