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
101
$44K 0.09%
+7,182
102
$43K 0.08%
+7,195
103
$43K 0.08%
+4,646
104
$43K 0.08%
+3,300
105
$42K 0.08%
+10,879
106
$41K 0.08%
+5,204
107
$41K 0.08%
+11,595
108
$41K 0.08%
+9,518
109
$40K 0.08%
+12,181
110
$40K 0.08%
+27,651
111
$40K 0.08%
+4,317
112
$39K 0.08%
+5,210
113
$39K 0.08%
+25,028
114
$38K 0.07%
+5,800
115
$37K 0.07%
+7,589
116
$37K 0.07%
+4,939
117
$36K 0.07%
+688
118
$36K 0.07%
+1,200
119
$35K 0.07%
+12,631
120
$35K 0.07%
+12,648
121
$34K 0.07%
+66,619
122
$33K 0.07%
+3,629
123
$33K 0.07%
+15,811
124
$33K 0.07%
+19,301
125
$33K 0.07%
+29,853
3 4
5
6 7