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
201
$510K 0.07%
8,470
+602
202
$500K 0.07%
15,121
-2,396
203
$497K 0.07%
13,751
204
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3,337
205
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8,342
-423
206
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10,426
207
$487K 0.07%
9,557
-501
208
$478K 0.07%
+22,281
209
$477K 0.07%
15,127
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210
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3,831
211
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4,493
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212
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7,509
213
$469K 0.07%
5,606
+1,198
214
$469K 0.07%
2,661
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215
$467K 0.07%
6,170
-190
216
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9,883
-1,585
217
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218
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219
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3,747
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220
$452K 0.06%
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221
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8,857
222
$441K 0.06%
+7,644
223
$441K 0.06%
6,818
-1,400
224
$439K 0.06%
2,576
-7
225
$439K 0.06%
+5,189
7 8
9
10 11