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
101
$1.53M 0.21%
17,495
+280
102
$1.5M 0.21%
27,795
-628
103
$1.49M 0.21%
6,914
-487
104
$1.48M 0.2%
235,183
+8,571
105
$1.47M 0.2%
20,560
+770
106
$1.47M 0.2%
+5,858
107
$1.47M 0.2%
18,278
+1,399
108
$1.43M 0.2%
10,532
+180
109
$1.41M 0.19%
24,312
+446
110
$1.4M 0.19%
8,092
+711
111
$1.4M 0.19%
10,199
-288
112
$1.39M 0.19%
39,836
+2,027
113
$1.38M 0.19%
142,525
+3,035
114
$1.38M 0.19%
23,876
-716
115
$1.37M 0.19%
22,046
-1,110
116
$1.35M 0.19%
17,436
+1,207
117
$1.34M 0.18%
6,089
+65
118
$1.33M 0.18%
71,763
+1,395
119
$1.32M 0.18%
3,900
+132
120
$1.32M 0.18%
32,260
+1,912
121
$1.32M 0.18%
13,167
-505
122
$1.31M 0.18%
33,179
+367
123
$1.3M 0.18%
12,450
-1,701
124
$1.3M 0.18%
12,882
+4,420
125
$1.3M 0.18%
8,931
+558
3 4
5
6 7