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
FSS icon
401
Federal Signal
FSS
$7.22B
$2.06K ﹤0.01%
+19
PIPR icon
402
Piper Sandler
PIPR
$5.52B
$2.04K ﹤0.01%
+6
QS icon
403
QuantumScape Corp
QS
$4.14B
$2.03K ﹤0.01%
+195
HMY icon
404
Harmony Gold Mining
HMY
$13.1B
$1.99K ﹤0.01%
+100
DLTR icon
405
Dollar Tree
DLTR
$26.7B
$1.97K ﹤0.01%
+16
NUE icon
406
Nucor
NUE
$41.2B
$1.96K ﹤0.01%
+12
GEV icon
407
GE Vernova
GEV
$224B
$1.96K ﹤0.01%
+3
PNW icon
408
Pinnacle West Capital
PNW
$11.8B
$1.95K ﹤0.01%
+22
ARKQ icon
409
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.06B
$1.95K ﹤0.01%
+17
AVAV icon
410
AeroVironment
AVAV
$13.2B
$1.94K ﹤0.01%
+8
BLSH
411
Bullish
BLSH
$4.79B
$1.93K ﹤0.01%
+51
KKR icon
412
KKR & Co
KKR
$90.2B
$1.91K ﹤0.01%
+15
STRK
413
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$584M
$1.89K ﹤0.01%
+24
OILT icon
414
Texas Capital Texas Oil Index ETF
OILT
$12.1M
$1.89K ﹤0.01%
+82
AFRM icon
415
Affirm
AFRM
$17B
$1.86K ﹤0.01%
+25
TLT icon
416
iShares 20+ Year Treasury Bond ETF
TLT
$45B
$1.83K ﹤0.01%
+21
KHC icon
417
Kraft Heinz
KHC
$28.9B
$1.82K ﹤0.01%
+75
UBOT icon
418
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
UBOT
$35.7M
$1.82K ﹤0.01%
+71
ED icon
419
Consolidated Edison
ED
$39.6B
$1.79K ﹤0.01%
+18
SOLZ
420
Solana ETF
SOLZ
$85.6M
$1.78K ﹤0.01%
+140
RUM icon
421
Rumble
RUM
$1.99B
$1.78K ﹤0.01%
+281
QRVO icon
422
Qorvo
QRVO
$7.62B
$1.77K ﹤0.01%
+21
HUMN
423
Roundhill Humanoid Robotics ETF
HUMN
$55M
$1.76K ﹤0.01%
+59
SPOT icon
424
Spotify
SPOT
$101B
$1.74K ﹤0.01%
+3
EVRG icon
425
Evergy
EVRG
$18.5B
$1.74K ﹤0.01%
+24