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
126
$942K 0.15%
4,960
+579
127
$938K 0.15%
9,018
+269
128
$918K 0.15%
22,795
+198
129
$901K 0.15%
15,648
+3,101
130
$894K 0.15%
5,063
+470
131
$889K 0.14%
10,555
+440
132
$885K 0.14%
15,040
+820
133
$872K 0.14%
7,330
+126
134
$857K 0.14%
6,954
-13
135
$856K 0.14%
6,648
-124
136
$851K 0.14%
9,060
-231
137
$843K 0.14%
4,823
+2,799
138
$827K 0.13%
3,020
+245
139
$826K 0.13%
76,516
+26,377
140
$824K 0.13%
5,934
+339
141
$820K 0.13%
9,256
+1,027
142
$784K 0.13%
7,174
+1,030
143
$767K 0.12%
4,600
+327
144
$761K 0.12%
8,304
-5,949
145
$761K 0.12%
12,231
-281
146
$754K 0.12%
3,113
+75
147
$744K 0.12%
20,257
+625
148
$736K 0.12%
24,215
+2,976
149
$736K 0.12%
8,676
-283
150
$735K 0.12%
31,750
4 5
6
7 8