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
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.33M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$2.04M

Top Sells

1
+$17.3M
2
+$3.3M
3
+$2.15M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.72M

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$630K 0.09%
5,550
-315
177
$628K 0.09%
8,168
-17
178
$624K 0.09%
7,197
179
$622K 0.09%
6,490
-554
180
$615K 0.09%
7,651
-1,151
181
$603K 0.08%
19,772
182
$595K 0.08%
10,240
183
$595K 0.08%
4,494
+446
184
$588K 0.08%
1,567
+44
185
$587K 0.08%
10,711
-33
186
$587K 0.08%
9,121
-18
187
$581K 0.08%
3,575
+257
188
$581K 0.08%
4,421
-85
189
$574K 0.08%
10,373
+2,601
190
$572K 0.08%
13,260
+1,464
191
$561K 0.08%
13,965
-15,600
192
$558K 0.08%
8,128
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193
$556K 0.08%
5,145
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194
$549K 0.08%
+50,000
195
$549K 0.08%
2,350
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196
$543K 0.08%
3,491
+139
197
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3,531
-325
198
$536K 0.08%
10,738
-3,911
199
$532K 0.07%
24,401
-5,000
200
$512K 0.07%
+12,197
6 7
8
9 10