WI
Wintrust Investments Portfolio holdings
AUM
$114M
1-Year Return
21.99%
This Quarter Return
+19.65%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$715M
AUM Growth
+$106M
(+17%)
Cap. Flow
+$3.28M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
36.32%
Holding
386
New
56
Increased
144
Reduced
130
Closed
38
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$12.6M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$12.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$10.4M |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$4.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.61M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$14.2M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$11.6M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$10.2M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$5.97M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.96M |
Sector Composition
| 1 | Technology | 10.26% |
| 2 | Financials | 8.81% |
| 3 | Communication Services | 6.86% |
| 4 | Healthcare | 5.12% |
| 5 | Consumer Discretionary | 4.22% |
