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
76
$2.01M 0.28%
153,487
-7,690
77
$1.97M 0.27%
30,475
+153
78
$1.96M 0.27%
33,804
-1,259
79
$1.95M 0.27%
18,558
-377
80
$1.94M 0.27%
24,547
+488
81
$1.92M 0.26%
13,840
+839
82
$1.87M 0.26%
37,115
+1,213
83
$1.84M 0.25%
8,704
+60
84
$1.81M 0.25%
11,997
+98
85
$1.76M 0.24%
11,976
+1,018
86
$1.76M 0.24%
7,011
+189
87
$1.75M 0.24%
8,472
+1,021
88
$1.74M 0.24%
15,349
+489
89
$1.72M 0.24%
18,428
+405
90
$1.72M 0.24%
19,748
+1,189
91
$1.71M 0.24%
22,487
+1,465
92
$1.67M 0.23%
29,308
+1,993
93
$1.64M 0.23%
27,597
+1,124
94
$1.59M 0.22%
64,386
+842
95
$1.58M 0.22%
71,422
+7,482
96
$1.58M 0.22%
41,934
+971
97
$1.57M 0.22%
27,798
+1,471
98
$1.56M 0.22%
40,267
+1,827
99
$1.56M 0.22%
13,392
+916
100
$1.55M 0.21%
26,890
+1,484
2 3
4
5 6