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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
$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 3.6%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
S icon
351
SentinelOne
S
$6.22B
$2.58K ﹤0.01%
200
SRE icon
352
Sempra
SRE
$60.8B
$2.54K ﹤0.01%
26
KRE icon
353
State Street SPDR S&P Regional Banking ETF
KRE
$5.24B
$2.48K ﹤0.01%
38
PPL
354
PPL Corp
PPL
$27.8B
$2.39K ﹤0.01%
62
VB icon
355
Vanguard Small-Cap ETF
VB
$80.9B
$2.37K ﹤0.01%
+9
DDOG icon
356
Datadog
DDOG
$92.7B
$2.36K ﹤0.01%
20
SRVR icon
357
Pacer Data & Infrastructure Real Estate ETF
SRVR
$372M
$2.34K ﹤0.01%
75
ETHA
358
iShares Ethereum Trust ETF
ETHA
$4.88B
$2.31K ﹤0.01%
+146
VZ icon
359
Verizon
VZ
$178B
$2.26K ﹤0.01%
45
-114
ZWS icon
360
Zurn Elkay Water Solutions
ZWS
$8.2B
$2.24K ﹤0.01%
50
PNW icon
361
Pinnacle West Capital
PNW
$13.3B
$2.22K ﹤0.01%
22
BRCC icon
362
BRC Inc
BRCC
$142M
$2.19K ﹤0.01%
2,815
CBTJ
363
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$26.8M
$2.17K ﹤0.01%
115
-3,295
EW icon
364
Edwards Lifesciences
EW
$54.3B
$2.16K ﹤0.01%
27
ARKK icon
365
ARK Innovation ETF
ARKK
$6.77B
$2.1K ﹤0.01%
31
-18
FSS icon
366
Federal Signal
FSS
$8B
$2.06K ﹤0.01%
19
WMB icon
367
Williams Companies
WMB
$89.5B
$2.04K ﹤0.01%
28
NUE icon
368
Nucor
NUE
$50.3B
$2.04K ﹤0.01%
12
BCS icon
369
Barclays
BCS
$95.8B
$2.01K ﹤0.01%
+94
ESE icon
370
ESCO Technologies
ESE
$8.62B
$1.97K ﹤0.01%
7
EVRG icon
371
Evergy
EVRG
$20.3B
$1.97K ﹤0.01%
24
FLY
372
Firefly Aerospace
FLY
$4.6B
$1.96K ﹤0.01%
69
EEE
373
Cyber Hornet S&P 500 and Ethereum 75/25 Strategy ETF
EEE
$510K
$1.88K ﹤0.01%
+100
PIPR icon
374
Piper Sandler
PIPR
$4.93B
$1.84K ﹤0.01%
24
BLSH
375
Bullish
BLSH
$4.03B
$1.82K ﹤0.01%
51
13 14
15
16 17