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
126
$33K 0.07%
+5,775
127
$33K 0.07%
+7,348
128
$30K 0.06%
+41,958
129
$30K 0.06%
+2,020
130
$27K 0.05%
+7,586
131
$26K 0.05%
+3,354
132
$26K 0.05%
+9,992
133
$25K 0.05%
+6,906
134
$25K 0.05%
+27,468
135
$24K 0.05%
+6,297
136
$23K 0.05%
+6,240
137
$22K 0.04%
+13,139
138
$20K 0.04%
+8,905
139
$18K 0.04%
+7,040
140
$18K 0.04%
+11,239
141
$18K 0.04%
+7,714
142
$18K 0.04%
+7,894
143
$16K 0.03%
+42,684
144
$16K 0.03%
+2,810
145
$15K 0.03%
+5,873
146
$15K 0.03%
+3,542
147
$13K 0.03%
+9,719
148
$12K 0.02%
+13,310
149
$12K 0.02%
+41,082
150
$11K 0.02%
+18,129
4 5
6
7 8