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
$239M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.45M
3
+$2.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M

Top Sells

1
+$2.49M
2
+$1.16M
3
+$1.07M
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$1.07M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.04M

Sector Composition

1 Financials 4.28%
2 Healthcare 3.76%
3 Communication Services 2.36%
4 Industrials 2.35%
5 Technology 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.55%
+59,226
27
$1.29M 0.54%
11,195
-510
28
$1.26M 0.53%
23,470
+18,788
29
$1.26M 0.53%
33,312
-6,941
30
$1.25M 0.52%
+17,806
31
$1.24M 0.51%
10,720
-140
32
$1.2M 0.5%
19,284
+10,805
33
$1.18M 0.49%
17,992
-232
34
$1.17M 0.49%
46,528
+13,455
35
$1.17M 0.49%
+20,703
36
$1.16M 0.48%
23,693
+6,206
37
$1.14M 0.48%
7,017
-255
38
$1.12M 0.47%
+52,835
39
$1.09M 0.46%
+20,233
40
$1.07M 0.44%
11,124
+3,249
41
$1.06M 0.44%
51,826
+14,235
42
$1.05M 0.44%
38,793
-13,442
43
$1.03M 0.43%
+29,857
44
$1.02M 0.43%
11,182
+7,000
45
$1.01M 0.42%
11,680
-172
46
$1M 0.42%
7,917
+309
47
$978K 0.41%
25,340
-11,780
48
$968K 0.4%
41,631
+16,351
49
$940K 0.39%
11,363
-679
50
$914K 0.38%
17,037
+6,755
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