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 3.12%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVS icon
326
Novartis
NVS
$289B
$6.07K 0.01%
+44
FUBO icon
327
FuboTV Inc
FUBO
$367M
$5.99K 0.01%
+2,375
QUBT icon
328
Quantum Computing Inc
QUBT
$1.52B
$5.62K 0.01%
+548
ANET icon
329
Arista Networks
ANET
$168B
$5.5K 0.01%
+42
NEM icon
330
Newmont
NEM
$124B
$5.39K 0.01%
+54
FAS icon
331
Direxion Daily Financial Bull 3x ETF
FAS
$1.99B
$5.39K 0.01%
+32
CHKP icon
332
Check Point Software Technologies
CHKP
$15.7B
$5.38K 0.01%
+29
VSS icon
333
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.7B
$5.16K 0.01%
+36
ABNB icon
334
Airbnb
ABNB
$74.9B
$5.16K 0.01%
+38
MA icon
335
Mastercard
MA
$444B
$5.14K 0.01%
+9
ISRG icon
336
Intuitive Surgical
ISRG
$161B
$5.1K 0.01%
+9
SOLS
337
Solstice Advanced Materials
SOLS
$12.3B
$5K 0.01%
+103
MNST icon
338
Monster Beverage
MNST
$70.8B
$4.83K ﹤0.01%
+63
ARCC icon
339
Ares Capital
ARCC
$13B
$4.82K ﹤0.01%
+238
ADSK icon
340
Autodesk
ADSK
$49.6B
$4.74K ﹤0.01%
+16
EFG icon
341
iShares MSCI EAFE Growth ETF
EFG
$14.1B
$4.67K ﹤0.01%
+41
SDVY icon
342
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.3B
$4.6K ﹤0.01%
+120
HXL icon
343
Hexcel
HXL
$6.03B
$4.51K ﹤0.01%
+61
BMY icon
344
Bristol-Myers Squibb
BMY
$118B
$4.48K ﹤0.01%
+83
CL icon
345
Colgate-Palmolive
CL
$66.7B
$4.42K ﹤0.01%
+56
TTD icon
346
Trade Desk
TTD
$9.85B
$4.4K ﹤0.01%
+116
COR icon
347
Cencora
COR
$62.4B
$4.39K ﹤0.01%
+13
OTIS icon
348
Otis Worldwide
OTIS
$30.3B
$4.37K ﹤0.01%
+50
HCA icon
349
HCA Healthcare
HCA
$109B
$4.2K ﹤0.01%
+9
CLX icon
350
Clorox
CLX
$12.5B
$3.83K ﹤0.01%
+38