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
DIS icon
301
Walt Disney
DIS
$179B
$6.07K 0.01%
63
-145
AVAV icon
302
AeroVironment
AVAV
$8.82B
$6.04K 0.01%
33
+25
BUG icon
303
Global X Cybersecurity ETF
BUG
$1.13B
$5.98K 0.01%
238
+17
JD icon
304
JD.com
JD
$41.2B
$5.91K 0.01%
+200
CBOA
305
Calamos Bitcoin Structured Alt Protection ETF - April
CBOA
$4.9M
$5.91K 0.01%
244
NEM icon
306
Newmont
NEM
$115B
$5.85K 0.01%
54
OEF icon
307
iShares S&P 100 ETF
OEF
$20.3B
$5.72K 0.01%
18
IYW icon
308
iShares US Technology ETF
IYW
$24.2B
$5.62K 0.01%
31
UBER icon
309
Uber
UBER
$146B
$5.39K 0.01%
75
-212
SLV icon
310
iShares Silver Trust
SLV
$36.5B
$5.38K 0.01%
+79
ANET icon
311
Arista Networks
ANET
$194B
$5.28K 0.01%
43
+1
VSS icon
312
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$5.25K 0.01%
36
VGHY
313
Vanguard High-Yield Active ETF
VGHY
$247M
$5.21K 0.01%
+70
BDX icon
314
Becton Dickinson
BDX
$40.7B
$5.19K 0.01%
33
ECL icon
315
Ecolab
ECL
$71.3B
$4.8K 0.01%
18
-9
CL icon
316
Colgate-Palmolive
CL
$72.5B
$4.77K 0.01%
56
RKLB icon
317
Rocket Lab Corp
RKLB
$78.6B
$4.75K 0.01%
74
-371
SDVY icon
318
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
$4.73K 0.01%
120
EFG icon
319
iShares MSCI EAFE Growth ETF
EFG
$15.5B
$4.57K ﹤0.01%
41
MNST icon
320
Monster Beverage
MNST
$84.9B
$4.57K ﹤0.01%
63
FDS icon
321
Factset
FDS
$8.45B
$4.56K ﹤0.01%
21
MA icon
322
Mastercard
MA
$441B
$4.5K ﹤0.01%
9
ARCC icon
323
Ares Capital
ARCC
$13.3B
$4.29K ﹤0.01%
238
XLE icon
324
State Street Energy Select Sector SPDR ETF
XLE
$41.9B
$4.29K ﹤0.01%
70
-130
BKNG icon
325
Booking.com
BKNG
$125B
$4.21K ﹤0.01%
25
-50
11 12
13
14 15