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
$50.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$7.81M
3
+$7.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.48M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.66%
2 Financials 2.54%
3 Industrials 2.33%
4 Technology 2.02%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$111K 0.22%
+15,251
27
$106K 0.21%
+54,081
28
$100K 0.2%
+7,787
29
$99K 0.19%
+8,103
30
$98K 0.19%
+18,476
31
$98K 0.19%
+10,804
32
$97K 0.19%
+6,186
33
$96K 0.19%
+12,624
34
$96K 0.19%
+7,592
35
$95K 0.19%
+16,287
36
$91K 0.18%
+8,224
37
$91K 0.18%
+9,967
38
$91K 0.18%
+13,274
39
$91K 0.18%
+5,759
40
$88K 0.17%
+3,381
41
$86K 0.17%
+3,695
42
$86K 0.17%
+23,520
43
$85K 0.17%
+2,303
44
$85K 0.17%
+3,046
45
$83K 0.16%
+24,200
46
$82K 0.16%
+611
47
$81K 0.16%
+5,607
48
$81K 0.16%
+6,875
49
$81K 0.16%
+5,529
50
$79K 0.16%
+2,182
1
2
3 4 5