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
$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 3.12%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
Z icon
51
Zillow
Z
$8.31B
$260K 0.26%
+3,818
HYDB icon
52
iShares High Yield Systematic Bond ETF
HYDB
$1.59B
$258K 0.26%
+5,456
HYLS icon
53
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$243K 0.24%
+5,811
JNJ icon
54
Johnson & Johnson
JNJ
$564B
$240K 0.24%
+1,157
VPU icon
55
Vanguard Utilities ETF
VPU
$8.71B
$236K 0.24%
+1,277
FIXD icon
56
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.35B
$229K 0.23%
+5,177
PLTR icon
57
Palantir
PLTR
$328B
$214K 0.21%
+1,206
TSLA icon
58
Tesla
TSLA
$1.6T
$209K 0.21%
+464
O icon
59
Realty Income
O
$57.8B
$208K 0.21%
+3,678
NEE icon
60
NextEra Energy
NEE
$185B
$202K 0.2%
+2,518
VWO icon
61
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$197K 0.2%
+3,673
CBOJ
62
Calamos Bitcoin Structured Alt Protection ETF - January
CBOJ
$21.6M
$196K 0.19%
+8,133
ETHW
63
Bitwise Ethereum ETF
ETHW
$216M
$195K 0.19%
+9,161
CVX icon
64
Chevron
CVX
$381B
$186K 0.19%
+1,223
INTC icon
65
Intel
INTC
$602B
$185K 0.18%
+5,000
AGIX
66
KraneShares Artificial Intelligence ETF
AGIX
$614M
$184K 0.18%
+5,067
PRF icon
67
Invesco FTSE RAFI US 1000 ETF
PRF
$9.53B
$183K 0.18%
+3,895
SKYY icon
68
First Trust Cloud Computing ETF
SKYY
$2.74B
$182K 0.18%
+1,401
HON icon
69
Honeywell
HON
$144B
$181K 0.18%
+925
QTUM icon
70
Defiance Quantum ETF
QTUM
$5.07B
$173K 0.17%
+1,582
PEP icon
71
PepsiCo
PEP
$206B
$170K 0.17%
+1,174
XLK icon
72
State Street Technology Select Sector SPDR ETF
XLK
$118B
$170K 0.17%
+1,182
VDE icon
73
Vanguard Energy ETF
VDE
$10.3B
$162K 0.16%
+1,283
JPM icon
74
JPMorgan Chase
JPM
$821B
$161K 0.16%
+498
CTA icon
75
Simplify Managed Futures Strategy ETF
CTA
$1.63B
$160K 0.16%
+5,867