WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Fund
S&P 500
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
+$4.17M
2
+$3.51M
3
+$3.48M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.14M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.01M

Top Sells

1
+$11.3M
2
+$2.05M
3
+$1.62M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M
5
BLK icon
Blackrock
BLK
+$1.08M

Sector Composition

1 Financials 9.1%
2 Technology 7.55%
3 Communication Services 5.7%
4 Healthcare 5.57%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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-59,320
353
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-8,597
354
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-20,796
355
– –
-9,745
356
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-11,356
357
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-6,070
358
– –
-63,144
359
– –
-64,827
360
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-12,416
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