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
$1.13B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.83M
3
+$3.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.95M
5
IYE icon
iShares US Energy ETF
IYE
+$2.81M

Top Sells

1
+$7.76M
2
+$4.19M
3
+$3.61M
4
AAPL icon
Apple
AAPL
+$3.29M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.38M

Sector Composition

1 Financials 11.36%
2 Technology 10.03%
3 Healthcare 9.79%
4 Industrials 5.81%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$528K 0.05%
2,924
-147
277
$528K 0.05%
7,540
+84
278
$524K 0.05%
5,667
+1,045
279
$516K 0.05%
1,650
-20
280
$516K 0.05%
11,833
-28,728
281
$512K 0.05%
5,447
-341
282
$506K 0.04%
3,670
+55
283
$505K 0.04%
3,229
-200
284
$504K 0.04%
17,057
-4,605
285
$503K 0.04%
5,285
-1,206
286
$499K 0.04%
1,974
+100
287
$499K 0.04%
3,782
-958
288
$498K 0.04%
2,055
-4,685
289
$496K 0.04%
32,884
-170
290
$494K 0.04%
5,204
+254
291
$491K 0.04%
+16,925
292
$487K 0.04%
1,946
+177
293
$486K 0.04%
4,486
-7
294
$483K 0.04%
5,440
+855
295
$479K 0.04%
11,000
296
$471K 0.04%
1,871
-1,275
297
$469K 0.04%
4,364
-2,277
298
$467K 0.04%
893
-29
299
$459K 0.04%
29,189
+216
300
$455K 0.04%
12,073
-2,009
10 11
12
13 14