WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Fund
S&P 500
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
+$2.09M
2
+$1.78M
3
+$1.66M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.29M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.23M

Top Sells

1
+$1.24M
2
+$1.02M
3
+$1.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$933K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$923K

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
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