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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
$100M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$9.01M
3 +$6.08M
4
AAPL icon
Apple
AAPL
+$5.63M
5
AMZN icon
Amazon
AMZN
+$5.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.06%
2 Communication Services 8.67%
3 Consumer Discretionary 7.13%
4 Financials 3.11%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHA icon
226
Schwab U.S Small- Cap ETF
SCHA
$23.4B
$19.6K 0.02%
+688
ADI icon
227
Analog Devices
ADI
$189B
$19K 0.02%
+70
FBTC icon
228
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$18.8K 0.02%
+247
AUGT icon
229
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$29.6M
$18.8K 0.02%
+527
WFC icon
230
Wells Fargo
WFC
$268B
$18.7K 0.02%
+200
VONV icon
231
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$18.6K 0.02%
+201
AWK icon
232
American Water Works
AWK
$26B
$18.3K 0.02%
+140
BLK icon
233
Blackrock
BLK
$157B
$18.2K 0.02%
+17
UNH icon
234
UnitedHealth
UNH
$380B
$17.2K 0.02%
+52
VNQ icon
235
Vanguard Real Estate ETF
VNQ
$37.7B
$16.7K 0.02%
+189
AUGW icon
236
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
$134M
$16.5K 0.02%
+508
BITC icon
237
Bitwise Bitcoin Strategy Optimum Roll ETF
BITC
$14.5M
$16.5K 0.02%
+452
GSLC icon
238
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
$16.1K 0.02%
+122
BKNG icon
239
Booking.com
BKNG
$140B
$16.1K 0.02%
+75
CCL icon
240
Carnival Corporation Ltd
CCL
$37.7B
$15.9K 0.02%
+521
VGT icon
241
Vanguard Information Technology ETF
VGT
$142B
$15.8K 0.02%
+168
IWB icon
242
iShares Russell 1000 ETF
IWB
$48.5B
$15.7K 0.02%
+42
ABT icon
243
Abbott
ABT
$167B
$15.7K 0.02%
+125
CB icon
244
Chubb
CB
$138B
$15.7K 0.02%
+50
LHX icon
245
L3Harris
LHX
$56.1B
$15.3K 0.02%
+52
EES icon
246
WisdomTree US SmallCap Earnings Fund
EES
$720M
$15K 0.02%
+264
PRU icon
247
Prudential Financial
PRU
$39.7B
$15K 0.01%
+133
CRWD icon
248
CrowdStrike
CRWD
$203B
$15K 0.01%
+128
SHOP icon
249
Shopify
SHOP
$156B
$14.5K 0.01%
+90
VGIT icon
250
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$14.4K 0.01%
+241