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
151
$1.11M 0.15%
8,861
-633
152
$1.11M 0.15%
27,200
+1,302
153
$1.11M 0.15%
8,154
+496
154
$1.1M 0.15%
22,249
+1,468
155
$1.1M 0.15%
13,179
-136
156
$1.1M 0.15%
11,447
+172
157
$1.1M 0.15%
9,832
-763
158
$1.09M 0.15%
21,209
+91
159
$1.09M 0.15%
25,786
-150
160
$1.09M 0.15%
13,836
+603
161
$1.09M 0.15%
31,294
+926
162
$1.08M 0.15%
3,460
-60
163
$1.07M 0.15%
10,215
+741
164
$1.07M 0.15%
21,918
+8,299
165
$1.07M 0.15%
19,210
+955
166
$1.06M 0.15%
4,773
+155
167
$1.06M 0.15%
3,939
+115
168
$1.05M 0.14%
59,199
+3,559
169
$1.04M 0.14%
7,073
170
$1.03M 0.14%
5,200
+134
171
$1.03M 0.14%
7,533
-73
172
$1.03M 0.14%
16,873
-412
173
$1.01M 0.14%
19,616
+133
174
$1.01M 0.14%
24,102
-433
175
$1M 0.14%
11,254
-2,267
5 6
7
8 9