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
301
$240K 0.03%
2,746
-94
302
$239K 0.03%
2,238
-509
303
$238K 0.03%
+1,117
304
$237K 0.03%
8,633
-375
305
$235K 0.03%
7,100
-1,000
306
$235K 0.03%
2,032
-92
307
$234K 0.03%
+4,695
308
$234K 0.03%
2,679
+1
309
$234K 0.03%
+10,000
310
$233K 0.03%
4,565
-325
311
$231K 0.03%
+667
312
$230K 0.03%
+1,988
313
$230K 0.03%
499
314
$228K 0.03%
3,950
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315
$228K 0.03%
+7,620
316
$222K 0.03%
4,279
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317
$217K 0.03%
+1,670
318
$215K 0.03%
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319
$212K 0.03%
+1,859
320
$211K 0.03%
35,366
-495
321
$210K 0.03%
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322
$208K 0.03%
+2,839
323
$208K 0.03%
+1,472
324
$206K 0.03%
+1,628
325
$206K 0.03%
670
+3
11 12
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