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
676
– –
-1,079
677
– –
-636
678
– –
-1,676
679
– –
-870
680
– –
-10,743
681
– –
-7,621
682
– –
-1,983
683
– –
-6,831
684
– –
-14,890
685
– –
-42
686
– –
-1,013
687
– –
-2,805
688
– –
-63,990
689
– –
-5,108
690
– –
-100
691
– –
-87
692
– –
-1,205
693
– –
-1,166
694
– –
-1,641
695
– –
-3,215
696
– –
-1,143
697
– –
-13,352
698
– –
-50
699
– –
-3,920
700
– –
-1,688
25 26 27
28
29