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
301
$257K 0.04%
13,799
+1,367
302
$257K 0.04%
2,713
-75
303
$253K 0.04%
+5,636
304
$251K 0.04%
2,753
-154
305
$247K 0.03%
7,250
306
$246K 0.03%
11,300
-247
307
$246K 0.03%
30,719
-7,338
308
$245K 0.03%
900
-1,500
309
$244K 0.03%
5,329
+76
310
$244K 0.03%
4,432
311
$243K 0.03%
8,100
+350
312
$242K 0.03%
25,412
-28,531
313
$242K 0.03%
+1,054
314
$242K 0.03%
14,175
315
$240K 0.03%
+2,579
316
$239K 0.03%
+5,954
317
$239K 0.03%
4,462
-473
318
$239K 0.03%
3,470
319
$239K 0.03%
1,864
-10
320
$238K 0.03%
+4,410
321
$237K 0.03%
1,667
+184
322
$237K 0.03%
2,356
-100
323
$236K 0.03%
3,030
-1,950
324
$233K 0.03%
3,873
+451
325
$231K 0.03%
2,718
-4
11 12
13
14 15