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
276
$281K 0.04%
4,622
-2,705
277
$275K 0.04%
5,128
-12,672
278
$273K 0.04%
1,739
-61
279
$273K 0.04%
3,955
-245
280
$271K 0.04%
+3,432
281
$270K 0.04%
2,340
-1,129
282
$270K 0.04%
4,784
-1,264
283
$270K 0.04%
9,080
+150
284
$269K 0.04%
+1,015
285
$269K 0.04%
+5,100
286
$265K 0.04%
4,604
-21
287
$263K 0.04%
+6,154
288
$258K 0.04%
3,313
289
$257K 0.04%
+4,115
290
$256K 0.04%
+2,622
291
$255K 0.04%
2,423
-200
292
$255K 0.04%
785
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293
$254K 0.04%
5,175
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294
$251K 0.04%
+3,600
295
$250K 0.04%
+2,798
296
$247K 0.03%
1,404
-64
297
$245K 0.03%
+2,574
298
$244K 0.03%
8,764
-3,674
299
$241K 0.03%
4,560
300
$240K 0.03%
+5,401
10 11
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