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 3.12%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFXF icon
276
VanEck Preferred Securities ex Financials ETF
PFXF
$2.43B
$11.8K 0.01%
+669
XRPI
277
Volatility Shares Trust XRP ETF
XRPI
$106M
$11.8K 0.01%
+1,114
DYNF icon
278
BlackRock US Equity Factor Rotation ETF
DYNF
$35.9B
$11.7K 0.01%
+192
IYC icon
279
iShares US Consumer Discretionary ETF
IYC
$1.19B
$11.3K 0.01%
+110
NNE
280
Nano Nuclear Energy
NNE
$1.39B
$11.3K 0.01%
+472
CRWV
281
CoreWeave Inc
CRWV
$57.6B
$11.2K 0.01%
+157
QTWO icon
282
Q2 Holdings
QTWO
$2.89B
$11.2K 0.01%
+155
NCLH icon
283
Norwegian Cruise Line
NCLH
$7.48B
$11.2K 0.01%
+500
DT icon
284
Dynatrace
DT
$12.1B
$11.1K 0.01%
+255
MMKT
285
Texas Capital Government Money Market ETF
MMKT
$75.2M
$11K 0.01%
+110
CBTA
286
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April
CBTA
$4.56M
$10.5K 0.01%
+380
COIN icon
287
Coinbase
COIN
$48.7B
$10.4K 0.01%
+46
NTR icon
288
Nutrien
NTR
$33.7B
$10.3K 0.01%
+166
IVW icon
289
iShares S&P 500 Growth ETF
IVW
$74.3B
$9.98K 0.01%
+81
ACN icon
290
Accenture
ACN
$110B
$9.39K 0.01%
+35
PAYX icon
291
Paychex
PAYX
$34.8B
$9.31K 0.01%
+83
DECU
292
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$54.8M
$9.04K 0.01%
+330
EMR icon
293
Emerson Electric
EMR
$76.4B
$9.03K 0.01%
+68
XLE icon
294
State Street Energy Select Sector SPDR ETF
XLE
$41.9B
$8.94K 0.01%
+200
BPRE
295
Bluerock Private Real Estate Fund
BPRE
$8.88K 0.01%
+592
EFV icon
296
iShares MSCI EAFE Value ETF
EFV
$30.4B
$8.57K 0.01%
+120
SYY icon
297
Sysco
SYY
$36.5B
$8.55K 0.01%
+116
DXYZ
298
Destiny Tech100
DXYZ
$2.01B
$8.52K 0.01%
+278
SIXP icon
299
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$50.2M
$8.46K 0.01%
+268
MAIN icon
300
Main Street Capital
MAIN
$4.62B
$8.39K 0.01%
+139