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
$428M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.84M
3
+$1.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.26M

Top Sells

1
+$1.24M
2
+$1.03M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$957K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$937K

Sector Composition

1 Financials 5.44%
2 Healthcare 5.29%
3 Technology 3.61%
4 Industrials 3.56%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$245K 0.06%
1,646
+20
252
$243K 0.06%
1,905
-1,345
253
$240K 0.06%
+1,015
254
$240K 0.06%
4,372
+642
255
$238K 0.06%
10,054
+1,005
256
$238K 0.06%
4,750
257
$235K 0.05%
12,394
+2,918
258
$226K 0.05%
1,082
-35
259
$223K 0.05%
+3,742
260
$221K 0.05%
17,692
-61
261
$217K 0.05%
6,594
-38
262
$215K 0.05%
+6,773
263
$212K 0.05%
1,200
264
$212K 0.05%
8,000
265
$211K 0.05%
+3,472
266
$209K 0.05%
2,458
267
$208K 0.05%
+6,875
268
$201K 0.05%
6,000
269
$193K 0.05%
19,711
-7,331
270
$187K 0.04%
+10,750
271
$182K 0.04%
11,092
-2,136
272
$176K 0.04%
11,165
273
$165K 0.04%
12,669
274
$155K 0.04%
16,839
+4,447
275
$75K 0.02%
+10,000
8 9 10
11
12