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
276
$322K 0.05%
4,509
-413
277
$320K 0.04%
2,118
-5,355
278
$319K 0.04%
5,406
+32
279
$315K 0.04%
3,798
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280
$312K 0.04%
13,717
-1,700
281
$310K 0.04%
4,013
-5,313
282
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2,101
-293
283
$310K 0.04%
9,680
+750
284
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4,283
-15
285
$307K 0.04%
2,240
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286
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12,666
287
$306K 0.04%
1,578
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288
$306K 0.04%
3,234
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289
$301K 0.04%
3,951
+453
290
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5,700
291
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292
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293
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6,114
294
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12,476
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295
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3,408
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296
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7,608
-114
297
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8,996
298
$264K 0.04%
3,569
-2,706
299
$263K 0.04%
8,901
+1,264
300
$258K 0.04%
973
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10 11
12
13 14