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 Buys

1
+$902K
2
+$617K
3
+$616K
4
KOID
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
+$570K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$550K

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 3.61%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYDB icon
51
iShares High Yield Systematic Bond ETF
HYDB
$1.59B
$275K 0.29%
5,905
+449
HON icon
52
Honeywell
HON
$144B
$270K 0.29%
1,194
+269
PTLC icon
53
Pacer Trendpilot US Large Cap ETF
PTLC
$3.31B
$247K 0.26%
4,705
-95
HSY icon
54
Hershey
HSY
$39.5B
$246K 0.26%
1,184
+525
IVV icon
55
iShares Core S&P 500 ETF
IVV
$833B
$243K 0.26%
372
-37
EQWL icon
56
Invesco S&P 100 Equal Weight ETF
EQWL
$2.56B
$241K 0.25%
2,089
+861
TSLA icon
57
Tesla
TSLA
$1.6T
$238K 0.25%
640
+176
BX icon
58
Blackstone
BX
$145B
$219K 0.23%
1,903
-778
Z icon
59
Zillow
Z
$8.31B
$218K 0.23%
5,267
+1,449
VPU icon
60
Vanguard Utilities ETF
VPU
$8.71B
$218K 0.23%
1,098
-179
AVGO icon
61
Broadcom
AVGO
$1.96T
$215K 0.23%
695
-114
QTUM icon
62
Defiance Quantum ETF
QTUM
$5.07B
$215K 0.23%
2,003
+421
BABA icon
63
Alibaba
BABA
$312B
$209K 0.22%
1,668
-140
RBRK icon
64
Rubrik
RBRK
$13.7B
$207K 0.22%
4,229
+2,753
JEPQ icon
65
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.4B
$196K 0.21%
3,529
-1,155
CBOJ
66
Calamos Bitcoin Structured Alt Protection ETF - January
CBOJ
$21.6M
$194K 0.2%
8,173
+40
HYLS icon
67
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$185K 0.2%
4,555
-1,256
VIG icon
68
Vanguard Dividend Appreciation ETF
VIG
$108B
$184K 0.19%
856
-336
PFE icon
69
Pfizer
PFE
$148B
$183K 0.19%
6,528
+2,308
NOW icon
70
ServiceNow
NOW
$105B
$183K 0.19%
1,750
-935
PLTR icon
71
Palantir
PLTR
$328B
$179K 0.19%
1,223
+17
VICI icon
72
VICI Properties
VICI
$30.7B
$179K 0.19%
6,443
+4,090
FIXD icon
73
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.35B
$174K 0.18%
4,000
-1,177
ELV icon
74
Elevance Health
ELV
$85.7B
$171K 0.18%
584
+265
DELL icon
75
Dell
DELL
$192B
$171K 0.18%
1,042
-150
1 2
3
4 5