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
101
$1.2M 0.19%
68,500
+2,850
102
$1.19M 0.19%
10,168
+169
103
$1.17M 0.19%
23,482
+1,700
104
$1.16M 0.19%
13,398
+671
105
$1.13M 0.18%
26,866
+6,541
106
$1.12M 0.18%
14,133
+1,038
107
$1.1M 0.18%
6,873
-2,633
108
$1.1M 0.18%
20,493
+1,353
109
$1.1M 0.18%
10,190
+2,693
110
$1.06M 0.17%
32,715
-738
111
$1.06M 0.17%
16,381
+8,475
112
$1.05M 0.17%
42,586
+2,917
113
$1.04M 0.17%
11,368
-190
114
$1.04M 0.17%
8,974
-295
115
$1.03M 0.17%
16,950
-1,600
116
$1.03M 0.17%
8,312
117
$1.02M 0.17%
9,075
-6,572
118
$1.02M 0.17%
+9,100
119
$1.01M 0.16%
6,701
+119
120
$999K 0.16%
77,280
-2,677
121
$978K 0.16%
25,960
+5,167
122
$973K 0.16%
36,420
-633
123
$972K 0.16%
45,803
+200
124
$959K 0.16%
12,896
-302
125
$952K 0.15%
10,375
+4,136
3 4
5
6 7