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
INSP icon
676
Inspire Medical Systems
INSP
$1.7B
$461 ﹤0.01%
+5
GRID icon
677
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.65B
$460 ﹤0.01%
+3
HP icon
678
Helmerich & Payne
HP
$3.62B
$459 ﹤0.01%
+16
CLSK icon
679
CleanSpark
CLSK
$2.47B
$455 ﹤0.01%
+45
LRN icon
680
Stride
LRN
$3.52B
$455 ﹤0.01%
+7
TDW icon
681
Tidewater
TDW
$3.64B
$455 ﹤0.01%
+9
PDBC icon
682
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.24B
$451 ﹤0.01%
+34
AGO icon
683
Assured Guaranty
AGO
$4.08B
$449 ﹤0.01%
+5
TRN icon
684
Trinity Industries
TRN
$2.8B
$449 ﹤0.01%
+17
BFH icon
685
Bread Financial
BFH
$3.27B
$444 ﹤0.01%
+6
MNDY icon
686
monday.com
MNDY
$3.9B
$443 ﹤0.01%
+3
GFF icon
687
Griffon
GFF
$4.13B
$442 ﹤0.01%
+6
INDB icon
688
Independent Bank
INDB
$4.06B
$442 ﹤0.01%
+6
MYRG icon
689
MYR Group
MYRG
$4.36B
$437 ﹤0.01%
+2
B
690
Barrick Mining
B
$80.4B
$436 ﹤0.01%
+10
UPWK icon
691
Upwork
UPWK
$1.72B
$436 ﹤0.01%
+22
RRR icon
692
Red Rock Resorts
RRR
$3.84B
$434 ﹤0.01%
+7
WSC icon
693
WillScot Mobile Mini Holdings
WSC
$4.15B
$433 ﹤0.01%
+23
RUSHA icon
694
Rush Enterprises Class A
RUSHA
$5.8B
$432 ﹤0.01%
+8
SFBS icon
695
ServisFirst Bancshares
SFBS
$4.74B
$431 ﹤0.01%
+6
SCSC icon
696
Scansource
SCSC
$800M
$430 ﹤0.01%
+11
KSS icon
697
Kohl's
KSS
$2.11B
$429 ﹤0.01%
+21
ACAD icon
698
Acadia Pharmaceuticals
ACAD
$4.06B
$427 ﹤0.01%
+16
ALGT icon
699
Allegiant Air
ALGT
$1.97B
$426 ﹤0.01%
+5
VRRM icon
700
Verra Mobility
VRRM
$3.02B
$426 ﹤0.01%
+19