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
151
$726K 0.12%
8,946
-785
152
$712K 0.12%
29,401
153
$704K 0.11%
8,707
+277
154
$697K 0.11%
14,650
155
$697K 0.11%
27,104
-29,541
156
$696K 0.11%
7,481
-300
157
$687K 0.11%
7,223
+228
158
$668K 0.11%
9,326
-1,400
159
$665K 0.11%
+39,973
160
$663K 0.11%
12,918
+9,418
161
$657K 0.11%
3,881
-385
162
$648K 0.11%
19,425
163
$648K 0.11%
8,653
-23,051
164
$644K 0.1%
11,934
-126
165
$644K 0.1%
2,228
-9
166
$633K 0.1%
24,800
+600
167
$631K 0.1%
18,057
-1,597
168
$629K 0.1%
32,370
-1,181
169
$615K 0.1%
47,350
+17,000
170
$615K 0.1%
3,980
-4
171
$611K 0.1%
+37,261
172
$608K 0.1%
7,053
+451
173
$595K 0.1%
78,957
-7,298
174
$595K 0.1%
7,233
175
$594K 0.1%
2,358
5 6
7
8 9