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
$1.13B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$7.83M
3 +$3.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.95M
5
IYE icon
iShares US Energy ETF
IYE
+$2.81M

Top Sells

1 +$7.76M
2 +$4.19M
3 +$3.61M
4
AAPL icon
Apple
AAPL
+$3.29M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.38M

Sector Composition

1 Financials 11.36%
2 Technology 10.03%
3 Healthcare 9.79%
4 Industrials 5.81%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$762K 0.07%
210
+9
227
$754K 0.07%
9,085
-500
228
$753K 0.07%
12,993
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229
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8,235
230
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15,351
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12,925
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31,236
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246
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1,010
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247
$646K 0.06%
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248
$646K 0.06%
22,350
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249
$630K 0.06%
10,214
+6,452
250
$623K 0.05%
2,569
+220