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 3.11%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RBLX icon
351
Roblox
RBLX
$43.9B
$3.81K ﹤0.01%
+47
ARKK icon
352
ARK Innovation ETF
ARKK
$6.22B
$3.77K ﹤0.01%
+49
DASH icon
353
DoorDash
DASH
$76B
$3.62K ﹤0.01%
+16
MDLZ icon
354
Mondelez International
MDLZ
$75.4B
$3.61K ﹤0.01%
+67
AYI icon
355
Acuity Brands
AYI
$9.53B
$3.6K ﹤0.01%
+10
GLD icon
356
SPDR Gold Trust
GLD
$176B
$3.57K ﹤0.01%
+9
QYLD icon
357
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$3.53K ﹤0.01%
+200
GS icon
358
Goldman Sachs
GS
$277B
$3.52K ﹤0.01%
+4
WDAY icon
359
Workday
WDAY
$36.2B
$3.44K ﹤0.01%
+16
UTHR icon
360
United Therapeutics
UTHR
$20.4B
$3.41K ﹤0.01%
+7
IBKR icon
361
Interactive Brokers
IBKR
$33.1B
$3.34K ﹤0.01%
+52
EMXC icon
362
iShares MSCI Emerging Markets ex China ETF
EMXC
$17.4B
$3.34K ﹤0.01%
+46
SCCO icon
363
Southern Copper
SCCO
$166B
$3.3K ﹤0.01%
+23
COP icon
364
ConocoPhillips
COP
$135B
$3.28K ﹤0.01%
+35
VST icon
365
Vistra
VST
$58.1B
$3.23K ﹤0.01%
+20
BRCC icon
366
BRC Inc
BRCC
$78.4M
$3.13K ﹤0.01%
+2,815
S icon
367
SentinelOne
S
$4.41B
$3K ﹤0.01%
+200
TEM
368
Tempus AI
TEM
$10.4B
$2.95K ﹤0.01%
+50
GAMB icon
369
Gambling.com
GAMB
$152M
$2.95K ﹤0.01%
+540
LUV icon
370
Southwest Airlines
LUV
$25.6B
$2.92K ﹤0.01%
+70
SHW icon
371
Sherwin-Williams
SHW
$89.4B
$2.92K ﹤0.01%
+9
WM icon
372
Waste Management
WM
$92.9B
$2.86K ﹤0.01%
+13
ALB icon
373
Albemarle
ALB
$19.8B
$2.84K ﹤0.01%
+20
MAS icon
374
Masco
MAS
$15.3B
$2.79K ﹤0.01%
+44
FTNT icon
375
Fortinet
FTNT
$59.5B
$2.78K ﹤0.01%
+35