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
376
$295K 0.03%
+780
377
$294K 0.03%
529
378
$294K 0.03%
13,447
379
$294K 0.03%
3,104
-3,729
380
$292K 0.03%
6,321
+114
381
$292K 0.03%
4,377
+22
382
$292K 0.03%
303
383
$291K 0.03%
1,031
+176
384
$291K 0.03%
5,759
-42
385
$290K 0.03%
+38,250
386
$286K 0.03%
34,652
+3,340
387
$286K 0.03%
1,756
-38
388
$286K 0.03%
+3,500
389
$285K 0.03%
+3,175
390
$284K 0.03%
6,264
391
$283K 0.03%
436
392
$281K 0.02%
9,981
+124
393
$280K 0.02%
1,366
394
$277K 0.02%
2,633
-1,818
395
$277K 0.02%
844
-55
396
$277K 0.02%
12,378
-3,480
397
$274K 0.02%
2,514
+9
398
$268K 0.02%
13,131
+94
399
$268K 0.02%
49,727
-340
400
$267K 0.02%
1,795
+401
14 15
16
17 18