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
376
– –
-28,632
377
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-12,644
378
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-2,060
379
– –
-5,760
380
– –
-1,427
381
– –
-306,719
382
– –
-2,615
383
– –
-5,198
384
– –
-9,952
385
– –
-8,741
386
– –
-5,518
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