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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 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
WTRG icon
401
Essential Utilities
WTRG
$11.2B
$1.45K ﹤0.01%
36
KKR icon
402
KKR & Co
KKR
$84.3B
$1.39K ﹤0.01%
15
KVUE icon
403
Kenvue
KVUE
$37.6B
$1.38K ﹤0.01%
80
DASH icon
404
DoorDash
DASH
$82.1B
$1.35K ﹤0.01%
9
-7
VSXY
405
Victoria's Secret
VSXY
$6.1B
$1.34K ﹤0.01%
29
MOH icon
406
Molina Healthcare
MOH
$12B
$1.33K ﹤0.01%
+10
DD icon
407
DuPont de Nemours
DD
$18.9B
$1.33K ﹤0.01%
10
OSIS icon
408
OSI Systems
OSIS
$3.66B
$1.33K ﹤0.01%
5
OC icon
409
Owens Corning
OC
$12.2B
$1.31K ﹤0.01%
12
EOG icon
410
EOG Resources
EOG
$69.7B
$1.3K ﹤0.01%
9
KRYS icon
411
Krystal Biotech
KRYS
$11.1B
$1.29K ﹤0.01%
5
+1
BOTT
412
Themes ETF Trust Themes Humanoid Robotics ETF
BOTT
$66.9M
$1.29K ﹤0.01%
28
WAFD icon
413
WaFd
WAFD
$2.83B
$1.29K ﹤0.01%
41
TRST
414
Trustco Bank Corp NY
TRST
$961M
$1.28K ﹤0.01%
29
PTGX icon
415
Protagonist Therapeutics
PTGX
$8.46B
$1.26K ﹤0.01%
12
SEE
416
DELISTED
Sealed Air
SEE
$1.26K ﹤0.01%
30
CRC icon
417
California Resources
CRC
$4.47B
$1.25K ﹤0.01%
18
WAT icon
418
Waters Corp
WAT
$37.2B
$1.19K ﹤0.01%
+4
TRNO icon
419
Terreno Realty
TRNO
$7.23B
$1.18K ﹤0.01%
19
BOOT icon
420
Boot Barn
BOOT
$4.79B
$1.17K ﹤0.01%
8
SOLZ
421
Solana ETF
SOLZ
$94.9M
$1.17K ﹤0.01%
140
AES icon
422
AES
AES
$10.4B
$1.17K ﹤0.01%
83
SANM icon
423
Sanmina
SANM
$11.8B
$1.17K ﹤0.01%
9
+1
VIAV icon
424
Viavi Solutions
VIAV
$10.5B
$1.17K ﹤0.01%
35
JXN icon
425
Jackson Financial
JXN
$7.63B
$1.16K ﹤0.01%
11