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
176
$593K 0.1%
9,770
-350
177
$575K 0.09%
7,119
-272
178
$575K 0.09%
10,570
+420
179
$574K 0.09%
4,684
+697
180
$571K 0.09%
8,387
-184
181
$567K 0.09%
5,778
-403
182
$567K 0.09%
13,583
-315
183
$557K 0.09%
9,421
-442
184
$552K 0.09%
23,689
+1,877
185
$552K 0.09%
18,946
-591
186
$550K 0.09%
9,460
+60
187
$549K 0.09%
10,784
-1,814
188
$547K 0.09%
1,584
-34
189
$545K 0.09%
18,059
+686
190
$545K 0.09%
11,440
-400
191
$542K 0.09%
5,947
+176
192
$540K 0.09%
25,700
+3,800
193
$539K 0.09%
+17,745
194
$530K 0.09%
6,318
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195
$518K 0.08%
9,140
196
$517K 0.08%
17,592
+4,335
197
$515K 0.08%
11,047
198
$515K 0.08%
8,750
+400
199
$511K 0.08%
13,757
+7
200
$505K 0.08%
1,323
+246
6 7
8
9 10