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IPW

Invictus Private Wealth Portfolio holdings

AUM $1.62B
1-Year Est. Return 22.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.24M
3
+$4.39M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.19M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.03M

Top Sells

1
+$6.93M
2
+$3.78M
3
+$3.63M
4
NVDA icon
NVIDIA
NVDA
+$3.2M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.82M

Sector Composition

1 Technology 13.3%
2 Consumer Staples 3.95%
3 Communication Services 3.57%
4 Financials 2.83%
5 Consumer Discretionary 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.04%
108,535
-5,667
52
$667K 0.04%
3,072
53
$588K 0.04%
1,450
-12
54
$575K 0.04%
3,435
-178
55
$523K 0.03%
9,377
-233
56
$477K 0.03%
5,215
-73
57
$476K 0.03%
1,825
-13
58
$442K 0.03%
2,170
59
$394K 0.02%
14,152
60
$394K 0.02%
885
-154
61
$381K 0.02%
4,080
62
$378K 0.02%
3,973
-362
63
$369K 0.02%
1,800
64
$368K 0.02%
2,389
65
$365K 0.02%
1,745
66
$358K 0.02%
3,208
-90
67
$355K 0.02%
2,079
-1
68
$327K 0.02%
1,098
69
$309K 0.02%
5,650
-550
70
$292K 0.02%
1,760
71
$276K 0.02%
787
72
$264K 0.02%
+76,870
73
$250K 0.02%
3,172
+383
74
$243K 0.02%
1,400
75
$240K 0.02%
1,441
1 2
3
4