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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 3.11%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVS icon
326
Novartis
NVS
$305B
$6.07K 0.01%
+44
FUBO icon
327
FuboTV Inc
FUBO
$301M
$5.99K 0.01%
+198
QUBT icon
328
Quantum Computing Inc
QUBT
$2.11B
$5.62K 0.01%
+548
ANET icon
329
Arista Networks
ANET
$218B
$5.5K 0.01%
+42
NEM icon
330
Newmont
NEM
$105B
$5.39K 0.01%
+54
FAS icon
331
Direxion Daily Financial Bull 3x ETF
FAS
$2.49B
$5.39K 0.01%
+32
CHKP icon
332
Check Point Software Technologies
CHKP
$14.4B
$5.38K 0.01%
+29
VSS icon
333
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$5.16K 0.01%
+36
ABNB icon
334
Airbnb
ABNB
$88.4B
$5.16K 0.01%
+38
MA icon
335
Mastercard
MA
$471B
$5.14K 0.01%
+9
ISRG icon
336
Intuitive Surgical
ISRG
$153B
$5.1K 0.01%
+9
SOLS
337
Solstice Advanced Materials
SOLS
$10.8B
$5K 0.01%
+103
MNST icon
338
Monster Beverage
MNST
$95.2B
$4.83K ﹤0.01%
+63
ARCC icon
339
Ares Capital
ARCC
$13.3B
$4.82K ﹤0.01%
+238
ADSK icon
340
Autodesk
ADSK
$43.8B
$4.74K ﹤0.01%
+16
EFG icon
341
iShares MSCI EAFE Growth ETF
EFG
$17B
$4.67K ﹤0.01%
+41
SDVY icon
342
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$4.6K ﹤0.01%
+120
HXL icon
343
Hexcel
HXL
$7.49B
$4.51K ﹤0.01%
+61
BMY icon
344
Bristol-Myers Squibb
BMY
$116B
$4.48K ﹤0.01%
+83
CL icon
345
Colgate-Palmolive
CL
$74.7B
$4.42K ﹤0.01%
+56
TTD icon
346
Trade Desk
TTD
$9.08B
$4.4K ﹤0.01%
+116
COR icon
347
Cencora
COR
$57.7B
$4.39K ﹤0.01%
+13
OTIS icon
348
Otis Worldwide
OTIS
$28.1B
$4.37K ﹤0.01%
+50
HCA icon
349
HCA Healthcare
HCA
$92.5B
$4.2K ﹤0.01%
+9
CLX icon
350
Clorox
CLX
$11.8B
$3.83K ﹤0.01%
+38