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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.33M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$2.04M

Top Sells

1
+$17.3M
2
+$3.3M
3
+$2.15M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.72M

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$436K 0.06%
4,941
-1,199
227
$434K 0.06%
2,399
+2
228
$431K 0.06%
7,760
229
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230
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8,000
+3,600
231
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11,664
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232
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233
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-50
234
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7,520
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235
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+10,745
236
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29,553
237
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4,132
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238
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3,410
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239
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274
240
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241
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244
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245
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3,562
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246
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247
$390K 0.05%
2,143
248
$387K 0.05%
6,524
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249
$385K 0.05%
9,952
-2,200
250
$384K 0.05%
10,176
+4,086
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10
11 12