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
201
$854K 0.12%
3,866
+125
202
$853K 0.12%
50,824
+2,726
203
$843K 0.12%
5,428
+121
204
$841K 0.12%
115,841
+6,764
205
$841K 0.12%
10,787
+274
206
$841K 0.12%
17,920
+1,870
207
$837K 0.12%
93,878
+6,250
208
$829K 0.11%
8,013
+231
209
$828K 0.11%
11,612
+1,504
210
$826K 0.11%
10,061
-473
211
$823K 0.11%
6,787
212
$821K 0.11%
48,459
+706
213
$814K 0.11%
104,430
+2,324
214
$813K 0.11%
194,450
215
$809K 0.11%
13,491
-273
216
$800K 0.11%
38,296
-876
217
$797K 0.11%
5,867
+384
218
$794K 0.11%
19,724
+227
219
$789K 0.11%
135,019
+6,197
220
$786K 0.11%
35,868
+684
221
$784K 0.11%
10,375
+466
222
$783K 0.11%
5,244
-173
223
$781K 0.11%
5,503
+23
224
$777K 0.11%
14,938
+28
225
$766K 0.11%
86,615
+1,981
7 8
9
10 11