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
$616M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.56M
3
+$3.48M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.27M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$11.8M
2
+$2.05M
3
+$1.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.33M
5
BLK icon
Blackrock
BLK
+$1.09M

Sector Composition

1 Financials 9.1%
2 Technology 7.55%
3 Communication Services 5.66%
4 Healthcare 5.57%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$359K 0.06%
7,117
-411
252
$358K 0.06%
4,499
-19
253
$349K 0.06%
1,777
254
$349K 0.06%
5,319
-192
255
$349K 0.06%
4,408
256
$340K 0.06%
21,425
-500
257
$337K 0.05%
2,225
258
$337K 0.05%
2,744
-19
259
$335K 0.05%
2,142
260
$321K 0.05%
+10,777
261
$321K 0.05%
8,770
-3,000
262
$320K 0.05%
2,239
-209
263
$318K 0.05%
12,768
-600
264
$316K 0.05%
4,125
+955
265
$312K 0.05%
1,955
+249
266
$311K 0.05%
5,671
-279
267
$307K 0.05%
+6,830
268
$304K 0.05%
174
-2
269
$300K 0.05%
+5,552
270
$299K 0.05%
5,722
+1,312
271
$298K 0.05%
5,759
-239
272
$297K 0.05%
6,902
-876
273
$294K 0.05%
8,930
-683
274
$289K 0.05%
+3,512
275
$289K 0.05%
+9,471
9 10
11
12 13