WI
Wintrust Investments Portfolio holdings
AUM
$114M
This Quarter Return
+4.76%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$428M
AUM Growth
+$428M
(+8.3%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
3.3%
Top 10 Holdings %
Top 10 Hldgs %
38.25%
Holding
292
New
17
Increased
133
Reduced
109
Closed
16
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.08M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$1.84M |
| 3 |
First Trust Value Line Dividend Fund
FVD
|
$1.68M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.32M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.26M |
Top Sells
Sector Composition
| 1 | Financials | 5.44% |
| 2 | Healthcare | 5.29% |
| 3 | Technology | 3.61% |
| 4 | Industrials | 3.56% |
| 5 | Consumer Staples | 2.54% |
