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AW

Ankerstar Wealth Portfolio holdings

AUM $94.7M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.7M
AUM Growth
-$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1
+$902K
2
+$617K
3
+$616K
4
KOID
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
+$570K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$550K

Top Sells

1
+$1.98M
2
+$1.92M
3
+$526K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$424K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$402K

Sector Composition

1 Technology 10.71%
2 Communication Services 7.8%
3 Consumer Discretionary 7.22%
4 Financials 3.6%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
226
Chubb
CB
$138B
$16.3K 0.02%
50
AUGW icon
227
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
$134M
$16.3K 0.02%
508
AWK icon
228
American Water Works
AWK
$26B
$16.1K 0.02%
118
-22
LIN icon
229
Linde
LIN
$250B
$15.4K 0.02%
31
EES icon
230
WisdomTree US SmallCap Earnings Fund
EES
$720M
$15.3K 0.02%
264
ITW icon
231
Illinois Tool Works
ITW
$78.9B
$15.2K 0.02%
58
XLU icon
232
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$15.1K 0.02%
330
IWB icon
233
iShares Russell 1000 ETF
IWB
$48.5B
$15K 0.02%
42
PAVE icon
234
Global X US Infrastructure Development ETF
PAVE
$14.4B
$14.9K 0.02%
294
VFMF icon
235
Vanguard US Multifactor ETF
VFMF
$668M
$14.6K 0.02%
94
VGIT icon
236
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$14.4K 0.02%
241
IDA icon
237
Idacorp
IDA
$8.37B
$14.3K 0.02%
100
DON icon
238
WisdomTree US MidCap Dividend Fund
DON
$3.98B
$13.7K 0.01%
261
CCL icon
239
Carnival Corporation Ltd
CCL
$37.7B
$13.6K 0.01%
523
+2
XME icon
240
State Street SPDR S&P Metals & Mining ETF
XME
$4.25B
$13.5K 0.01%
+125
CI icon
241
Cigna
CI
$74.6B
$13.3K 0.01%
50
PKW icon
242
Invesco BuyBack Achievers ETF
PKW
$1.68B
$13.3K 0.01%
101
ABT icon
243
Abbott
ABT
$167B
$12.8K 0.01%
125
RGTI icon
244
Rigetti Computing
RGTI
$5.97B
$12.5K 0.01%
890
-711
SGOV icon
245
iShares 0-3 Month Treasury Bond ETF
SGOV
$96.3B
$12.5K 0.01%
+124
PRFZ icon
246
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.85B
$12.4K 0.01%
271
XLC icon
247
State Street Communication Services Select Sector SPDR ETF
XLC
$23.3B
$12.3K 0.01%
111
CRWV
248
CoreWeave Inc
CRWV
$47.2B
$12.2K 0.01%
157
NSC icon
249
Norfolk Southern
NSC
$72.3B
$12.1K 0.01%
42
NTRA icon
250
Natera
NTRA
$40.6B
$12K 0.01%
60
-238
8 9
10
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