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
201
$503K 0.08%
19,772
202
$498K 0.08%
4,454
-470
203
$492K 0.08%
3,792
-14
204
$489K 0.08%
2,814
+231
205
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628
-1
206
$485K 0.08%
20,160
+8,660
207
$476K 0.08%
2,980
208
$475K 0.08%
9,947
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209
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2,918
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210
$469K 0.08%
30,940
211
$465K 0.08%
9,344
+2,542
212
$460K 0.07%
8,524
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213
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3,358
-114
214
$452K 0.07%
9,587
+246
215
$451K 0.07%
21,350
+1,000
216
$448K 0.07%
8,346
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217
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218
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14,715
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219
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220
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6,546
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221
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17,017
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222
$423K 0.07%
10,200
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223
$421K 0.07%
7,509
224
$418K 0.07%
4,115
-4,944
225
$418K 0.07%
6,911
-484
7 8
9
10 11