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
426
$230K 0.02%
15,100
427
$229K 0.02%
17,644
-1,000
428
$228K 0.02%
3,550
429
$228K 0.02%
2,325
+100
430
$227K 0.02%
5,250
-350
431
$227K 0.02%
7,656
432
$226K 0.02%
2,965
-163
433
$225K 0.02%
434
-70
434
$225K 0.02%
+1,453
435
$223K 0.02%
4,355
+17
436
$223K 0.02%
8,808
437
$218K 0.02%
+4,155
438
$217K 0.02%
413
-18
439
$216K 0.02%
1,386
+2
440
$216K 0.02%
7,272
441
$212K 0.02%
2,008
-364
442
$212K 0.02%
+170
443
$211K 0.02%
+1,584
444
$206K 0.02%
12,963
+1,579
445
$206K 0.02%
1,072
-39
446
$206K 0.02%
+2,172
447
$205K 0.02%
+5,535
448
$202K 0.02%
2,505
-985
449
$201K 0.02%
+2,600
450
$201K 0.02%
5,092
+101
16 17
18
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