WI
Wintrust Investments Portfolio holdings
AUM
$114M
This Quarter Return
-12.51%
1 Year Return
+21.99%
3 Year Return
+27.54%
5 Year Return
+87.26%
10 Year Return
–
AUM
$535M
AUM Growth
+$535M
(-13%)
Cap. Flow
-$5.75M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
37.18%
Holding
380
New
22
Increased
104
Reduced
178
Closed
52
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.11M |
| 2 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$4.54M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.35M |
| 4 |
BGC Group
BGC
|
$3.19M |
| 5 |
Blackrock
BLK
|
$2.93M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.94M |
| 2 |
Walt Disney
DIS
|
$3.92M |
| 3 |
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
|
$2.61M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.18M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.79M |
Sector Composition
| 1 | Financials | 9.87% |
| 2 | Technology | 6.93% |
| 3 | Healthcare | 5.29% |
| 4 | Communication Services | 4.74% |
| 5 | Industrials | 3.37% |
