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
$616M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.56M
3
+$3.48M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.27M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$11.8M
2
+$2.05M
3
+$1.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.33M
5
BLK icon
Blackrock
BLK
+$1.09M

Sector Composition

1 Financials 9.1%
2 Technology 7.55%
3 Communication Services 5.66%
4 Healthcare 5.57%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$415K 0.07%
6,963
+1,048
227
$414K 0.07%
10,819
+1,692
228
$414K 0.07%
2,828
-2,390
229
$411K 0.07%
8,772
+314
230
$411K 0.07%
5,764
231
$402K 0.07%
6,382
-352
232
$401K 0.07%
7,450
233
$401K 0.07%
3,665
+46
234
$401K 0.07%
20,650
235
$400K 0.07%
1,148
236
$398K 0.06%
11,002
-355
237
$396K 0.06%
3,845
-9
238
$387K 0.06%
2,315
-1,605
239
$386K 0.06%
9,576
-500
240
$385K 0.06%
10,758
-10
241
$385K 0.06%
6,742
-3,810
242
$379K 0.06%
29,553
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243
$379K 0.06%
4,131
-5
244
$377K 0.06%
3,556
-50
245
$372K 0.06%
12,304
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246
$370K 0.06%
1,496
+377
247
$365K 0.06%
6,584
248
$364K 0.06%
4,471
+66
249
$364K 0.06%
12,983
250
$361K 0.06%
12,109
+804
8 9
10
11 12