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 3.61%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
276
Coinbase
COIN
$48.7B
$8.03K 0.01%
46
YUM icon
277
Yum! Brands
YUM
$42.8B
$7.77K 0.01%
50
NTR icon
278
Nutrien
NTR
$33.7B
$7.68K 0.01%
101
-65
PAYX icon
279
Paychex
PAYX
$34.8B
$7.65K 0.01%
83
GSLC icon
280
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
$7.63K 0.01%
61
-61
VCLT icon
281
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.73B
$7.54K 0.01%
100
-67
DXYZ
282
Destiny Tech100
DXYZ
$2.01B
$7.45K 0.01%
278
MAIN icon
283
Main Street Capital
MAIN
$4.62B
$7.36K 0.01%
139
QTWO icon
284
Q2 Holdings
QTWO
$2.89B
$7.33K 0.01%
155
AOA icon
285
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.12B
$7.26K 0.01%
82
GEV icon
286
GE Vernova
GEV
$279B
$6.99K 0.01%
8
+5
ACN icon
287
Accenture
ACN
$110B
$6.94K 0.01%
35
BNS icon
288
Scotiabank
BNS
$98.2B
$6.93K 0.01%
100
GRAL
289
GRAIL Inc
GRAL
$2.88B
$6.92K 0.01%
134
-393
ORLY icon
290
O'Reilly Automotive
ORLY
$76B
$6.92K 0.01%
75
ES icon
291
Eversource Energy
ES
$26.3B
$6.86K 0.01%
99
XRPI
292
Volatility Shares Trust XRP ETF
XRPI
$106M
$6.82K 0.01%
900
-214
IRM icon
293
Iron Mountain
IRM
$37.6B
$6.8K 0.01%
+66
NVS icon
294
Novartis
NVS
$290B
$6.72K 0.01%
44
MS icon
295
Morgan Stanley
MS
$317B
$6.58K 0.01%
40
CBTA
296
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April
CBTA
$4.56M
$6.5K 0.01%
304
-76
FLIN icon
297
Franklin FTSE India ETF
FLIN
$2.51B
$6.48K 0.01%
195
-606
CEG icon
298
Constellation Energy
CEG
$106B
$6.42K 0.01%
23
ULTA icon
299
Ulta Beauty
ULTA
$22.4B
$6.27K 0.01%
12
CBXA
300
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April
CBXA
$4.5M
$6.26K 0.01%
285
-1,988
10 11
12
13 14