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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
BOX icon
426
Box
BOX
$3.93B
$1.16K ﹤0.01%
49
+29
PRK icon
427
Park National Corp
PRK
$3.37B
$1.14K ﹤0.01%
7
LW icon
428
Lamb Weston
LW
$6.36B
$1.14K ﹤0.01%
+27
DXCM icon
429
DexCom
DXCM
$27.9B
$1.13K ﹤0.01%
18
KMX icon
430
CarMax
KMX
$7.23B
$1.12K ﹤0.01%
27
BTU icon
431
Peabody Energy
BTU
$2.76B
$1.12K ﹤0.01%
34
CE icon
432
Celanese
CE
$5.23B
$1.12K ﹤0.01%
17
+1
RITM icon
433
Rithm Capital
RITM
$5.15B
$1.11K ﹤0.01%
+117
LUMN icon
434
Lumen
LUMN
$6.68B
$1.1K ﹤0.01%
159
+4
LNC icon
435
Lincoln National
LNC
$7.07B
$1.1K ﹤0.01%
31
DIOD icon
436
Diodes
DIOD
$4.42B
$1.09K ﹤0.01%
16
CWK icon
437
Cushman & Wakefield Ltd
CWK
$3.28B
$1.09K ﹤0.01%
89
AGX icon
438
Argan
AGX
$10.2B
$1.09K ﹤0.01%
+2
POWL icon
439
Powell Industries
POWL
$9.04B
$1.08K ﹤0.01%
6
SMTC icon
440
Semtech
SMTC
$12.9B
$1.08K ﹤0.01%
14
FORM icon
441
FormFactor
FORM
$9.25B
$1.07K ﹤0.01%
11
DOGG icon
442
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$76.6M
$1.06K ﹤0.01%
49
IBP icon
443
Installed Building Products
IBP
$6.08B
$1.06K ﹤0.01%
4
SM icon
444
SM Energy
SM
$6.44B
$1.06K ﹤0.01%
34
+19
SNOW icon
445
Snowflake
SNOW
$90.8B
$1.06K ﹤0.01%
7
OSEA icon
446
Harbor International Compounders ETF
OSEA
$489M
$1.04K ﹤0.01%
36
INSW icon
447
International Seaways
INSW
$4.22B
$1.02K ﹤0.01%
14
PLXS icon
448
Plexus
PLXS
$7.36B
$1.01K ﹤0.01%
5
LYFT icon
449
Lyft
LYFT
$5.84B
$1.01K ﹤0.01%
76
+66
SMP icon
450
Standard Motor Products
SMP
$844M
$1.01K ﹤0.01%
29