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
-296
229
$747K 0.07%
8,235
230
$743K 0.07%
8,106
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231
$741K 0.07%
15,351
+975
232
$729K 0.06%
12,925
+3,099
233
$729K 0.06%
13,804
-247
234
$722K 0.06%
26,034
-1,434
235
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4,033
+23
236
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12,280
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237
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7,760
+150
238
$694K 0.06%
9,594
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239
$691K 0.06%
7,601
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240
$688K 0.06%
12,020
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241
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242
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11,877
243
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10,750
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244
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5,764
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245
$655K 0.06%
31,236
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246
$649K 0.06%
1,010
-40
247
$646K 0.06%
+20,235
248
$646K 0.06%
22,350
+5,650
249
$630K 0.06%
10,214
+6,452
250
$623K 0.05%
2,569
+220
8 9
10
11 12