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WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.46M
3
+$2.12M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M

Top Sells

1
+$2.43M
2
+$1.07M
3
+$1.07M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.06M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.04M

Sector Composition

1 Financials 4.28%
2 Healthcare 3.76%
3 Communication Services 2.36%
4 Industrials 2.35%
5 Technology 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-26,413
227
– –
-10,981
228
– –
-5,500
229
– –
-10,400
230
– –
0
231
– –
-2,818
232
– –
-26,956
233
– –
-56,740
234
– –
0
235
– –
-2,020
6 7 8 9
10