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 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 3.61%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSCO icon
251
Cisco
CSCO
$475B
$11.9K 0.01%
154
-25
USB icon
252
US Bancorp
USB
$85.1B
$11.8K 0.01%
224
SOLS
253
Solstice Advanced Materials
SOLS
$13B
$11.7K 0.01%
153
+50
RLI icon
254
RLI Corp
RLI
$4.83B
$11.4K 0.01%
200
PRU icon
255
Prudential Financial
PRU
$36.2B
$11.3K 0.01%
116
-17
DYNF icon
256
BlackRock US Equity Factor Rotation ETF
DYNF
$35.9B
$11.2K 0.01%
192
NNE
257
Nano Nuclear Energy
NNE
$1.39B
$11.1K 0.01%
542
+70
MMKT
258
Texas Capital Government Money Market ETF
MMKT
$75.2M
$11K 0.01%
110
BITC icon
259
Bitwise Bitcoin Strategy Optimum Roll ETF
BITC
$15.6M
$10.7K 0.01%
294
-158
IYC icon
260
iShares US Consumer Discretionary ETF
IYC
$1.19B
$10.7K 0.01%
110
FBTC icon
261
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.1B
$10K 0.01%
170
-77
BPRE
262
Bluerock Private Real Estate Fund
BPRE
$9.83K 0.01%
592
HOOD icon
263
Robinhood
HOOD
$66.3B
$9.63K 0.01%
139
-129
CRM icon
264
Salesforce
CRM
$147B
$9.52K 0.01%
51
WY icon
265
Weyerhaeuser
WY
$17.1B
$9.27K 0.01%
+379
IVW icon
266
iShares S&P 500 Growth ETF
IVW
$74.3B
$9.16K 0.01%
81
EFV icon
267
iShares MSCI EAFE Value ETF
EFV
$30.4B
$8.92K 0.01%
120
EMR icon
268
Emerson Electric
EMR
$76.4B
$8.91K 0.01%
68
SHOP icon
269
Shopify
SHOP
$134B
$8.9K 0.01%
75
-15
DECU
270
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$54.8M
$8.77K 0.01%
330
AFRM icon
271
Affirm
AFRM
$21.8B
$8.57K 0.01%
187
+162
XLB icon
272
State Street Materials Select Sector SPDR ETF
XLB
$7.23B
$8.55K 0.01%
171
SMR icon
273
NuScale Power
SMR
$3.95B
$8.49K 0.01%
783
+683
SIXP icon
274
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$50.2M
$8.38K 0.01%
268
NU icon
275
Nu Holdings
NU
$61.9B
$8.03K 0.01%
+559