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
151
$11K 0.02%
+29,026
152
$10K 0.02%
+9,041
153
$10K 0.02%
+2,929
154
$9K 0.02%
+4,208
155
$9K 0.02%
+11,402
156
$9K 0.02%
+6,855
157
$8K 0.02%
+838
158
$8K 0.02%
+2,626
159
$8K 0.02%
+10,750
160
$7K 0.01%
+10,016
161
$7K 0.01%
+5,580
162
$6K 0.01%
+10,760
163
$6K 0.01%
+10,609
164
$6K 0.01%
+264
165
$5K 0.01%
+5,015
166
$5K 0.01%
+8,615
167
$4K 0.01%
+5,265
168
$4K 0.01%
+13,646
169
$4K 0.01%
+10,818
170
$4K 0.01%
+8,000
171
$3K 0.01%
+12,977
172
$3K 0.01%
+10,261
173
$2K ﹤0.01%
+1,224
174
$1K ﹤0.01%
+6,409
175
$0 ﹤0.01%
+5,377
4 5 6
7
8