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
$428M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.84M
3
+$1.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.26M

Top Sells

1
+$1.24M
2
+$1.03M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$957K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$937K

Sector Composition

1 Financials 5.44%
2 Healthcare 5.29%
3 Technology 3.61%
4 Industrials 3.56%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$303K 0.07%
2,893
+206
227
$301K 0.07%
4,505
-272
228
$294K 0.07%
+2,818
229
$290K 0.07%
3,168
-2,057
230
$289K 0.07%
11,283
-450
231
$284K 0.07%
3,780
-105
232
$282K 0.07%
1,800
233
$282K 0.07%
2,380
234
$281K 0.07%
3,548
-547
235
$280K 0.07%
5,335
-2,465
236
$277K 0.06%
1,780
-110
237
$273K 0.06%
11,731
-2,828
238
$272K 0.06%
4,200
-200
239
$272K 0.06%
+9,515
240
$271K 0.06%
918
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241
$264K 0.06%
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242
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243
$261K 0.06%
33,015
+4,685
244
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245
$257K 0.06%
5,220
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246
$256K 0.06%
2,394
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247
$255K 0.06%
6,513
-372
248
$254K 0.06%
6,765
249
$252K 0.06%
12,036
+261
250
$251K 0.06%
220
-65
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10
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