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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
$715M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.9M
3
+$9.85M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.12M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.28M

Top Sells

1
+$13.2M
2
+$10.9M
3
+$10.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.81M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.59M

Sector Composition

1 Technology 10.26%
2 Financials 8.81%
3 Communication Services 6.9%
4 Healthcare 5.12%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-6,830
377
– –
-4,668
378
– –
-10,019
379
– –
-51,726
380
– –
-10,185
381
– –
-34,626
382
– –
-8,436
383
– –
-33,517
384
– –
-2,429
385
– –
-2,784
386
– –
-6,609
12 13 14 15
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