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
$616M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.56M
3
+$3.48M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.27M
5
AAPL icon
Apple
AAPL
+$2.15M

Top Sells

1
+$11.8M
2
+$2.05M
3
+$1.73M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.33M
5
BLK icon
Blackrock
BLK
+$1.09M

Sector Composition

1 Financials 9.1%
2 Technology 7.55%
3 Communication Services 5.66%
4 Healthcare 5.57%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.42%
23,318
+4,605
52
$2.55M 0.41%
305,530
+7,092
53
$2.54M 0.41%
78,496
+11,940
54
$2.48M 0.4%
13,795
-65
55
$2.39M 0.39%
41,475
+2,200
56
$2.29M 0.37%
35,848
-1,451
57
$2.16M 0.35%
14,123
-2,222
58
$2.09M 0.34%
18,996
-5,983
59
$2.04M 0.33%
71,689
+14,668
60
$2.02M 0.33%
33,907
+25,881
61
$1.99M 0.32%
39,909
+7,914
62
$1.98M 0.32%
10,330
+267
63
$1.97M 0.32%
44,725
+9,500
64
$1.95M 0.32%
25,550
+4,066
65
$1.92M 0.31%
30,320
+1,639
66
$1.86M 0.3%
21,058
+6,590
67
$1.85M 0.3%
25,676
+1,052
68
$1.85M 0.3%
30,778
+48
69
$1.84M 0.3%
17,713
-268
70
$1.83M 0.3%
22,935
+122
71
$1.83M 0.3%
11,110
+145
72
$1.79M 0.29%
73,223
+28,982
73
$1.7M 0.28%
9,505
-551
74
$1.69M 0.27%
58,463
+6,316
75
$1.65M 0.27%
13,117
+4,800
1 2
3
4 5