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
$967M
AUM Growth
+$615M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$41.2M
3
+$40.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$40.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$32.9M

Top Sells

1
+$5.67M
2
+$4.85M
3
+$4.4M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.12M
5
ARKK icon
ARK Innovation ETF
ARKK
+$3.48M

Sector Composition

1 Technology 10.73%
2 Financials 7.81%
3 Communication Services 7.72%
4 Healthcare 5.85%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$436K 0.05%
+1,698
277
$423K 0.04%
8,420
-497
278
$415K 0.04%
7,226
+75
279
$415K 0.04%
+7,700
280
$412K 0.04%
+2,854
281
$410K 0.04%
6,192
282
$410K 0.04%
+6,622
283
$404K 0.04%
5,047
-1,584
284
$403K 0.04%
1,518
+221
285
$401K 0.04%
6,256
+1,701
286
$400K 0.04%
+28,353
287
$399K 0.04%
+5,259
288
$398K 0.04%
1,693
+312
289
$394K 0.04%
+7,391
290
$392K 0.04%
+11,469
291
$390K 0.04%
+6,387
292
$385K 0.04%
+4,531
293
$385K 0.04%
+2,728
294
$382K 0.04%
+3,981
295
$379K 0.04%
+2,503
296
$379K 0.04%
+5,130
297
$377K 0.04%
+3,750
298
$373K 0.04%
4,800
-300
299
$371K 0.04%
1,351
+525
300
$368K 0.04%
3,937
+107
10 11
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