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
$1.13B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.83M
3
+$3.65M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.95M
5
IYE icon
iShares US Energy ETF
IYE
+$2.81M

Top Sells

1
+$7.76M
2
+$4.19M
3
+$3.61M
4
AAPL icon
Apple
AAPL
+$3.29M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$2.38M

Sector Composition

1 Financials 11.36%
2 Technology 10.03%
3 Healthcare 9.79%
4 Industrials 5.81%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.34M 0.21%
11,406
-565
102
$2.33M 0.21%
18,873
+2,403
103
$2.33M 0.21%
17,629
-512
104
$2.31M 0.2%
9,517
+23
105
$2.27M 0.2%
8,717
-30
106
$2.26M 0.2%
12,304
+1
107
$2.24M 0.2%
20,407
+1,707
108
$2.23M 0.2%
+80,790
109
$2.21M 0.19%
6,359
+1,766
110
$2.19M 0.19%
9,605
-343
111
$2.18M 0.19%
41,620
-1,175
112
$2.17M 0.19%
+37,611
113
$2.15M 0.19%
8,626
+363
114
$2.15M 0.19%
39,652
+3,515
115
$2.14M 0.19%
18,843
-538
116
$2.12M 0.19%
53,230
-1,562
117
$2.11M 0.19%
47,164
+6,460
118
$2.07M 0.18%
66,405
+3,366
119
$2.04M 0.18%
4,114
+377
120
$2.03M 0.18%
110,262
+1,676
121
$2.03M 0.18%
29,429
-380
122
$2.02M 0.18%
2,647
+175
123
$1.99M 0.18%
6,106
-126
124
$1.96M 0.17%
4,698
+2,811
125
$1.96M 0.17%
9,097
+157
3 4
5
6 7