We are live on ! Find out more
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
76
$225K 0.01%
1,075
+4
77
$210K 0.01%
706
78
$207K 0.01%
631
-343
79
$205K 0.01%
430
-4
80
$203K 0.01%
941
-14
81
$170K 0.01%
+10,882
82
– –
-6,974
83
– –
-4,668
84
– –
-300
85
– –
-3,244
86
– –
-20,000
87
– –
-15,400
1 2 3
4