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
$428M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.84M
3
+$1.68M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.26M

Top Sells

1
+$1.24M
2
+$1.03M
3
+$1.02M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$957K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$937K

Sector Composition

1 Financials 5.44%
2 Healthcare 5.29%
3 Technology 3.61%
4 Industrials 3.56%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$455K 0.11%
+11,485
177
$453K 0.11%
+1,825
178
$443K 0.1%
10,922
-4,290
179
$442K 0.1%
8,350
-300
180
$432K 0.1%
10,778
-360
181
$431K 0.1%
3,500
-140
182
$429K 0.1%
20,709
-25,747
183
$416K 0.1%
1,850
-100
184
$414K 0.1%
12,942
-246
185
$413K 0.1%
19,500
+3,000
186
$412K 0.1%
6,941
+517
187
$411K 0.1%
14,351
+1,523
188
$402K 0.09%
4,601
-11,637
189
$401K 0.09%
2,592
-629
190
$400K 0.09%
9,655
-1,950
191
$398K 0.09%
7,874
-800
192
$387K 0.09%
1,260
193
$386K 0.09%
7,473
-7,350
194
$384K 0.09%
+8,500
195
$381K 0.09%
2,049
+57
196
$381K 0.09%
+1,541
197
$380K 0.09%
6,333
-1,468
198
$378K 0.09%
4,598
-81
199
$375K 0.09%
8,341
+1,188
200
$375K 0.09%
3,264
+3
6 7
8
9 10