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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.33M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$2.04M

Top Sells

1
+$17.3M
2
+$3.3M
3
+$2.15M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.72M

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$973K 0.14%
7,790
-281
127
$965K 0.14%
7,058
+43
128
$964K 0.14%
20,141
+770
129
$953K 0.13%
2,856
-252
130
$948K 0.13%
4,943
+1,335
131
$902K 0.13%
3,070
+253
132
$894K 0.13%
15,982
-1,989
133
$884K 0.12%
41,500
+25,500
134
$876K 0.12%
39,638
+24,327
135
$869K 0.12%
30,852
+2,067
136
$860K 0.12%
20,228
+14,623
137
$856K 0.12%
17,872
+2,534
138
$851K 0.12%
25,420
+8,890
139
$844K 0.12%
21,400
+2,500
140
$840K 0.12%
6,041
-443
141
$835K 0.12%
6,421
-50
142
$807K 0.11%
26,088
143
$805K 0.11%
31,750
144
$793K 0.11%
24,328
+2,832
145
$790K 0.11%
7,180
-103
146
$789K 0.11%
10,624
-4,564
147
$786K 0.11%
22,520
-3,391
148
$785K 0.11%
8,382
-208
149
$769K 0.11%
5,958
-658
150
$767K 0.11%
+31,100
4 5
6
7 8