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
351
$334K 0.03%
+1,150
352
$331K 0.03%
11,178
+4,371
353
$330K 0.03%
2,402
-490
354
$330K 0.03%
1,133
-178
355
$327K 0.03%
+3,519
356
$325K 0.03%
6,062
+422
357
$321K 0.03%
4,766
+101
358
$319K 0.03%
5,441
-106
359
$318K 0.03%
+7,000
360
$318K 0.03%
4,283
+357
361
$318K 0.03%
+2,750
362
$317K 0.03%
3,099
-158
363
$315K 0.03%
1,274
-26
364
$315K 0.03%
742
-80
365
$310K 0.03%
3,249
-14,730
366
$309K 0.03%
2,759
+2
367
$309K 0.03%
6,149
+1,539
368
$307K 0.03%
3,955
-1,008
369
$306K 0.03%
635
+57
370
$303K 0.03%
3,103
+99
371
$303K 0.03%
4,330
+1
372
$298K 0.03%
36,003
+3,773
373
$298K 0.03%
3,871
+300
374
$297K 0.03%
2,334
-353
375
$296K 0.03%
5,550
13 14
15
16 17