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
76
$1.64M 0.27%
89,595
+5,118
77
$1.63M 0.27%
10,270
-70
78
$1.61M 0.26%
15,422
-407
79
$1.61M 0.26%
16,841
80
$1.58M 0.26%
10,985
+2,210
81
$1.57M 0.26%
8,613
-1,450
82
$1.56M 0.25%
25,683
+3,116
83
$1.52M 0.25%
24,504
+395
84
$1.5M 0.24%
71,195
-2,778
85
$1.49M 0.24%
48,145
+2,052
86
$1.48M 0.24%
18,126
-601
87
$1.46M 0.24%
29,000
+1,203
88
$1.41M 0.23%
11,384
+201
89
$1.38M 0.22%
57,635
+975
90
$1.37M 0.22%
57,961
+1,670
91
$1.36M 0.22%
21,211
-208
92
$1.33M 0.22%
9,205
+10
93
$1.31M 0.21%
16,448
+975
94
$1.28M 0.21%
11,965
+250
95
$1.26M 0.2%
45,677
-34
96
$1.23M 0.2%
7,788
+150
97
$1.23M 0.2%
26,465
+14,965
98
$1.23M 0.2%
19,865
-4,917
99
$1.22M 0.2%
18,254
-5,473
100
$1.2M 0.19%
3,994
+18
2 3
4
5 6