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
276
$287K 0.05%
11,950
-200
277
$287K 0.05%
7,186
-23
278
$285K 0.05%
2,860
279
$285K 0.05%
+6,670
280
$277K 0.05%
5,558
281
$276K 0.04%
7,316
-1,100
282
$273K 0.04%
1,122
+67
283
$271K 0.04%
+3,886
284
$271K 0.04%
4,300
285
$269K 0.04%
+274
286
$268K 0.04%
17,122
-1,632
287
$268K 0.04%
+1,693
288
$265K 0.04%
+4,773
289
$263K 0.04%
6,626
290
$262K 0.04%
+2,907
291
$261K 0.04%
4,092
-150
292
$259K 0.04%
2,316
-43
293
$257K 0.04%
5,118
+1,600
294
$253K 0.04%
3,685
-407
295
$253K 0.04%
13,823
-1,434
296
$250K 0.04%
2,211
-10
297
$248K 0.04%
3,078
-150
298
$247K 0.04%
+955
299
$247K 0.04%
3,250
-600
300
$245K 0.04%
+3,385
10 11
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