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
$216M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$3.51M
3
+$2.49M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.08M

Top Sells

1
+$21M
2
+$1.94M
3
+$1.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$638K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$597K

Sector Composition

1 Financials 4.97%
2 Healthcare 4.88%
3 Communication Services 2.64%
4 Industrials 2.46%
5 Technology 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7 8
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