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
401
$266K 0.02%
+1,846
402
$263K 0.02%
+9,169
403
$263K 0.02%
2,391
+313
404
$262K 0.02%
1,492
-263
405
$260K 0.02%
2,561
406
$259K 0.02%
4,894
+172
407
$258K 0.02%
+2,950
408
$258K 0.02%
6,621
+1
409
$254K 0.02%
709
-49
410
$248K 0.02%
2,043
-26
411
$246K 0.02%
5,852
-75
412
$246K 0.02%
504
+1
413
$245K 0.02%
3,750
414
$239K 0.02%
8,350
-2,730
415
$239K 0.02%
3,850
-650
416
$239K 0.02%
2,292
417
$238K 0.02%
20,088
418
$236K 0.02%
+1,790
419
$235K 0.02%
2,635
+160
420
$235K 0.02%
7,381
-74,753
421
$235K 0.02%
998
+62
422
$234K 0.02%
3,473
-1,654
423
$233K 0.02%
21,409
+1,664
424
$232K 0.02%
2,318
-5
425
$230K 0.02%
3,390
+18
15 16
17
18 19