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
51
$2.86M 0.39%
30,195
+86
52
$2.84M 0.39%
13,131
+383
53
$2.82M 0.39%
16,109
-3
54
$2.76M 0.38%
39,551
+145
55
$2.74M 0.38%
57,374
+1,440
56
$2.73M 0.38%
20,309
+842
57
$2.73M 0.38%
23,567
-1,500
58
$2.69M 0.37%
25,870
+106
59
$2.64M 0.36%
20,287
+1,149
60
$2.57M 0.35%
57,706
-1,733
61
$2.55M 0.35%
14,984
+269
62
$2.55M 0.35%
19,851
+334
63
$2.54M 0.35%
35,028
+1,422
64
$2.48M 0.34%
84,050
+7,200
65
$2.48M 0.34%
37,327
+608
66
$2.45M 0.34%
7,182
+108
67
$2.45M 0.34%
423,880
+13,760
68
$2.44M 0.34%
16,633
+452
69
$2.4M 0.33%
38,465
-2,574
70
$2.33M 0.32%
38,934
+463
71
$2.31M 0.32%
14,790
+618
72
$2.29M 0.32%
75,708
+162
73
$2.28M 0.32%
12,115
+42
74
$2.08M 0.29%
39,820
-543
75
$2.04M 0.28%
980
+9
1 2
3
4 5