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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.33M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$2.04M

Top Sells

1
+$17.3M
2
+$3.3M
3
+$2.15M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.72M

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$382K 0.05%
186
-3
252
$379K 0.05%
6,921
-650
253
$379K 0.05%
3,163
-31
254
$375K 0.05%
6,627
255
$372K 0.05%
7,676
-80
256
$369K 0.05%
11,264
+2,500
257
$367K 0.05%
1,713
-50
258
$365K 0.05%
3,247
259
$364K 0.05%
5,875
+406
260
$364K 0.05%
6,765
+1,383
261
$361K 0.05%
+3,560
262
$353K 0.05%
5,796
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263
$349K 0.05%
1,657
-977
264
$348K 0.05%
3,771
-364
265
$344K 0.05%
13,225
-395
266
$343K 0.05%
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267
$341K 0.05%
5,811
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268
$338K 0.05%
4,773
269
$337K 0.05%
2,185
-7,075
270
$335K 0.05%
2,875
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271
$334K 0.05%
2,105
-32
272
$332K 0.05%
4,586
-986
273
$330K 0.05%
6,830
274
$324K 0.05%
8,025
+2,185
275
$324K 0.05%
2,245
-71
9 10
11
12 13