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
76
$57K 0.11%
+3,247
77
$56K 0.11%
+4,075
78
$56K 0.11%
+4,135
79
$56K 0.11%
+11,000
80
$55K 0.11%
+17,145
81
$55K 0.11%
+25,592
82
$55K 0.11%
+11,040
83
$54K 0.11%
+3,290
84
$54K 0.11%
+4,850
85
$53K 0.1%
+30,440
86
$52K 0.1%
+4,500
87
$52K 0.1%
+12,744
88
$51K 0.1%
+4,303
89
$51K 0.1%
+2,345
90
$50K 0.1%
+5,029
91
$49K 0.1%
+6,231
92
$49K 0.1%
+7,704
93
$49K 0.1%
+10,700
94
$49K 0.1%
+27,341
95
$48K 0.09%
+10,400
96
$48K 0.09%
+15,389
97
$47K 0.09%
+10,363
98
$47K 0.09%
+3,833
99
$47K 0.09%
+14,481
100
$46K 0.09%
+10,413
2 3
4
5 6