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
$239M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.45M
3
+$2.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64M

Top Sells

1
+$2.49M
2
+$1.16M
3
+$1.07M
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$1.07M
5
IMCB icon
iShares Morningstar Mid-Cap ETF
IMCB
+$1.04M

Sector Composition

1 Financials 4.28%
2 Healthcare 3.76%
3 Communication Services 2.36%
4 Industrials 2.35%
5 Technology 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.1%
+2,455
177
$243K 0.1%
3,298
-516
178
$241K 0.1%
2,745
-200
179
$241K 0.1%
+2,191
180
$241K 0.1%
1,518
-1,736
181
$235K 0.1%
7,030
-745
182
$233K 0.1%
7,760
-512
183
$229K 0.1%
2,730
+121
184
$228K 0.09%
7,113
-92
185
$228K 0.09%
+3,204
186
$226K 0.09%
+6,000
187
$222K 0.09%
29,279
-1,469
188
$221K 0.09%
2,831
+150
189
$220K 0.09%
3,036
-137
190
$217K 0.09%
148
-4
191
$215K 0.09%
+6,009
192
$210K 0.09%
+2,889
193
$208K 0.09%
5,590
-1,400
194
$207K 0.09%
+6,200
195
$206K 0.09%
10,275
-169
196
$205K 0.09%
+1,650
197
$205K 0.09%
3,703
-827
198
$203K 0.08%
2,956
-225
199
$203K 0.08%
+8,499
200
$201K 0.08%
7,767
-1,287
6 7
8
9 10