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
KVUE icon
451
Kenvue
KVUE
$35.9B
$1.38K ﹤0.01%
+80
LNC icon
452
Lincoln National
LNC
$7.58B
$1.38K ﹤0.01%
+31
ESE icon
453
ESCO Technologies
ESE
$7.16B
$1.37K ﹤0.01%
+7
OC icon
454
Owens Corning
OC
$10.9B
$1.34K ﹤0.01%
+12
SNEX icon
455
StoneX
SNEX
$6.75B
$1.33K ﹤0.01%
+14
FBNC icon
456
First Bancorp
FBNC
$2.58B
$1.33K ﹤0.01%
+26
WAFD icon
457
WaFd
WAFD
$2.52B
$1.31K ﹤0.01%
+41
OSIS icon
458
OSI Systems
OSIS
$4.82B
$1.27K ﹤0.01%
+5
AEIS icon
459
Advanced Energy
AEIS
$12.5B
$1.26K ﹤0.01%
+6
ROBO icon
460
ROBO Global Robotics & Automation Index ETF
ROBO
$1.7B
$1.25K ﹤0.01%
+18
SEE icon
461
Sealed Air
SEE
$6.18B
$1.24K ﹤0.01%
+30
TRST icon
462
Trustco Bank Corp NY
TRST
$826M
$1.21K ﹤0.01%
+29
LKQ icon
463
LKQ Corp
LKQ
$8.73B
$1.21K ﹤0.01%
+40
LUMN icon
464
Lumen
LUMN
$8.03B
$1.2K ﹤0.01%
+155
SANM icon
465
Sanmina
SANM
$8.16B
$1.2K ﹤0.01%
+8
SPXC icon
466
SPX Corp
SPXC
$12.1B
$1.2K ﹤0.01%
+6
DXCM icon
467
DexCom
DXCM
$28.1B
$1.2K ﹤0.01%
+18
SFM icon
468
Sprouts Farmers Market
SFM
$6.57B
$1.2K ﹤0.01%
+15
BOTT
469
Themes ETF Trust Themes Humanoid Robotics ETF
BOTT
$33.6M
$1.19K ﹤0.01%
+28
AES icon
470
AES
AES
$11.8B
$1.19K ﹤0.01%
+83
WBTN
471
WEBTOON Entertainment Inc
WBTN
$1.49B
$1.19K ﹤0.01%
+91
ESI icon
472
Element Solutions
ESI
$8.58B
$1.18K ﹤0.01%
+47
JXN icon
473
Jackson Financial
JXN
$7.86B
$1.17K ﹤0.01%
+11
DD icon
474
DuPont de Nemours
DD
$20.6B
$1.17K ﹤0.01%
+29
Q
475
Qnity Electronics Inc
Q
$23.8B
$1.14K ﹤0.01%
+14