WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.62M
3
+$1.59M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.59M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.11M

Top Sells

1
+$1.98M
2
+$1.71M
3
+$1.55M
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$1.28M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.18M

Sector Composition

1 Healthcare 6.45%
2 Financials 5.89%
3 Industrials 3.81%
4 Technology 3.68%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$315K 0.08%
2,361
+160
227
$312K 0.08%
2,800
-52
228
$310K 0.08%
19,446
-43
229
$301K 0.08%
6,850
-25
230
$299K 0.08%
5,864
231
$298K 0.08%
3,879
+324
232
$295K 0.08%
14,356
+3,959
233
$291K 0.08%
1,365
+80
234
$291K 0.08%
3,885
+194
235
$288K 0.08%
+15,800
236
$286K 0.08%
1,287
-117
237
$283K 0.08%
4,510
-100
238
$280K 0.07%
11,733
-1,140
239
$279K 0.07%
5,696
-1,463
240
$276K 0.07%
6,665
241
$275K 0.07%
6,990
-300
242
$274K 0.07%
7,050
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243
$274K 0.07%
6,882
-508
244
$273K 0.07%
3,525
-279
245
$273K 0.07%
8,655
+140
246
$267K 0.07%
33,390
-110
247
$267K 0.07%
7,153
248
$260K 0.07%
7,625
+1,391
249
$260K 0.07%
1,890
-110
250
$256K 0.07%
+11,745
8 9
10
11 12