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
301
$245K 0.04%
2,456
302
$242K 0.04%
7,847
-2,252
303
$242K 0.04%
8,283
-1,050
304
$238K 0.04%
15,764
305
$237K 0.04%
+12,280
306
$237K 0.04%
8,764
-18
307
$236K 0.04%
+3,448
308
$236K 0.04%
2,108
-24
309
$235K 0.04%
16,500
-1,200
310
$234K 0.04%
2,327
-26
311
$230K 0.04%
+1,642
312
$229K 0.04%
+2,595
313
$228K 0.04%
1,770
-130
314
$227K 0.04%
9,600
-1,600
315
$227K 0.04%
15,050
316
$225K 0.04%
3,370
-37
317
$222K 0.04%
+2,031
318
$221K 0.04%
29,560
-678
319
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+933
320
$220K 0.04%
3,273
321
$219K 0.04%
1,770
-223
322
$219K 0.04%
+2,602
323
$218K 0.04%
+4,977
324
$216K 0.04%
811
-553
325
$215K 0.03%
750
-50
11 12
13
14 15