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
$715M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.1M
3
+$10.4M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.61M

Top Sells

1
+$14.2M
2
+$11.6M
3
+$10.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.97M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.96M

Sector Composition

1 Technology 10.26%
2 Financials 8.81%
3 Communication Services 6.86%
4 Healthcare 5.12%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$344K 0.05%
+10,910
252
$344K 0.05%
3,925
-92
253
$343K 0.05%
3,712
-590
254
$342K 0.05%
2,073
-4
255
$341K 0.05%
9,363
-198
256
$340K 0.05%
+2,029
257
$339K 0.05%
8,468
+2,540
258
$339K 0.05%
4,773
259
$329K 0.05%
8,826
-1,600
260
$327K 0.05%
5,250
261
$325K 0.05%
1,945
-1,222
262
$322K 0.05%
4,683
+58
263
$320K 0.04%
6,085
-800
264
$317K 0.04%
3,910
+110
265
$316K 0.04%
2,923
-1,973
266
$314K 0.04%
6,153
+323
267
$306K 0.04%
11,469
-195
268
$304K 0.04%
+4,625
269
$302K 0.04%
+8,369
270
$301K 0.04%
14,264
+3,300
271
$300K 0.04%
+3,282
272
$296K 0.04%
28,353
273
$295K 0.04%
13,517
274
$293K 0.04%
2,906
275
$283K 0.04%
+954
9 10
11
12 13