AW

Ankerstar Wealth Portfolio holdings

AUM $100M
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
SPYM
251
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$14.4K 0.01%
+180
PSX icon
252
Phillips 66
PSX
$62.8B
$14.4K 0.01%
+111
ITW icon
253
Illinois Tool Works
ITW
$85B
$14.4K 0.01%
+58
VFMF icon
254
Vanguard US Multifactor ETF
VFMF
$555M
$14.2K 0.01%
+94
CTRA icon
255
Coterra Energy
CTRA
$23.7B
$14.2K 0.01%
+538
PAVE icon
256
Global X US Infrastructure Development ETF
PAVE
$12.3B
$14.1K 0.01%
+294
SOUN icon
257
SoundHound AI
SOUN
$3.29B
$14.1K 0.01%
+1,415
XLU icon
258
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$14.1K 0.01%
+330
CSCO icon
259
Cisco
CSCO
$313B
$13.8K 0.01%
+179
CI icon
260
Cigna
CI
$73.9B
$13.8K 0.01%
+50
PKW icon
261
Invesco BuyBack Achievers ETF
PKW
$1.66B
$13.6K 0.01%
+101
CRM icon
262
Salesforce
CRM
$173B
$13.5K 0.01%
+51
DON icon
263
WisdomTree US MidCap Dividend Fund
DON
$3.97B
$13.5K 0.01%
+261
LIN icon
264
Linde
LIN
$232B
$13.2K 0.01%
+31
XLC icon
265
State Street Communication Services Select Sector SPDR ETF
XLC
$26.8B
$13.1K 0.01%
+111
MSTX
266
Defiance Daily Target 2x Long MSTR ETF
MSTX
$227M
$13K 0.01%
+3,377
RLI icon
267
RLI Corp
RLI
$5.59B
$12.8K 0.01%
+200
VCLT icon
268
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.81B
$12.7K 0.01%
+167
IDA icon
269
Idacorp
IDA
$7.56B
$12.7K 0.01%
+100
PRFZ icon
270
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.76B
$12.4K 0.01%
+271
PFF icon
271
iShares Preferred and Income Securities ETF
PFF
$14.1B
$12.2K 0.01%
+394
NSC icon
272
Norfolk Southern
NSC
$71B
$12.1K 0.01%
+42
USB icon
273
US Bancorp
USB
$91.2B
$12.1K 0.01%
+224
SPFF icon
274
Global X SuperIncome Preferred ETF
SPFF
$130M
$11.9K 0.01%
+1,270
PFFR icon
275
InfraCap REIT Preferred ETF
PFFR
$109M
$11.9K 0.01%
+658