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
126
$1.3M 0.18%
16,780
-2,207
127
$1.29M 0.18%
18,740
-665
128
$1.28M 0.18%
23,168
+705
129
$1.27M 0.18%
7,910
+233
130
$1.27M 0.18%
19,637
+477
131
$1.27M 0.18%
7,522
+820
132
$1.27M 0.18%
20,153
+540
133
$1.26M 0.17%
12,603
+123
134
$1.25M 0.17%
9,253
+567
135
$1.25M 0.17%
6,519
-280
136
$1.24M 0.17%
31,017
+880
137
$1.24M 0.17%
4,035
+32
138
$1.23M 0.17%
23,850
+4,470
139
$1.21M 0.17%
8,383
+409
140
$1.19M 0.16%
7,587
-549
141
$1.19M 0.16%
12,555
-231
142
$1.18M 0.16%
2,183
+386
143
$1.16M 0.16%
12,124
+718
144
$1.16M 0.16%
40,617
+30
145
$1.15M 0.16%
4,791
-59
146
$1.15M 0.16%
10,307
+345
147
$1.14M 0.16%
25,819
-57
148
$1.13M 0.16%
16,312
+713
149
$1.13M 0.16%
3,237
+121
150
$1.12M 0.15%
16,422
+95
4 5
6
7 8