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
51
$78K 0.15%
+7,442
52
$78K 0.15%
+11,050
53
$77K 0.15%
+4,026
54
$76K 0.15%
+7,483
55
$72K 0.14%
+218
56
$72K 0.14%
+8,710
57
$72K 0.14%
+3,384
58
$71K 0.14%
+4,681
59
$71K 0.14%
+6,594
60
$70K 0.14%
+10,173
61
$70K 0.14%
+31,056
62
$69K 0.14%
+17,100
63
$68K 0.13%
+3,185
64
$68K 0.13%
+4,780
65
$68K 0.13%
+9,748
66
$66K 0.13%
+8,322
67
$64K 0.13%
+5,537
68
$63K 0.12%
+7,900
69
$63K 0.12%
+19,367
70
$60K 0.12%
+3,265
71
$60K 0.12%
+60,490
72
$59K 0.12%
+4,553
73
$58K 0.11%
+7,600
74
$58K 0.11%
+7,500
75
$57K 0.11%
+21,581
1 2
3
4 5