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
176
$1M 0.14%
7,233
+35
177
$985K 0.14%
113,932
+2,880
178
$984K 0.14%
15,043
+434
179
$976K 0.13%
10,289
-125
180
$968K 0.13%
14,222
+67
181
$964K 0.13%
8,745
-185
182
$961K 0.13%
12,031
+333
183
$959K 0.13%
7,052
-22
184
$952K 0.13%
18,245
+1,271
185
$951K 0.13%
15,407
+368
186
$950K 0.13%
52,850
+3,125
187
$944K 0.13%
119,436
-939
188
$939K 0.13%
3,428
-132
189
$938K 0.13%
110,341
+1,530
190
$938K 0.13%
39,485
-550
191
$926K 0.13%
21,168
+714
192
$917K 0.13%
25,140
+1,349
193
$915K 0.13%
11,368
+983
194
$897K 0.12%
12,273
+22
195
$888K 0.12%
8,084
-273
196
$875K 0.12%
27,813
-7,168
197
$874K 0.12%
6,479
+104
198
$873K 0.12%
16,033
-125
199
$869K 0.12%
17,767
+983
200
$858K 0.12%
7,354
+357
6 7
8
9 10