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
PRF icon
76
Invesco FTSE RAFI US 1000 ETF
PRF
$9.53B
$170K 0.18%
3,580
-315
CBOO
77
Calamos Bitcoin Structured Alt Protection ETF - October
CBOO
$7.33M
$162K 0.17%
6,668
+560
XLK icon
78
State Street Technology Select Sector SPDR ETF
XLK
$118B
$157K 0.17%
1,182
VDE icon
79
Vanguard Energy ETF
VDE
$10.3B
$156K 0.17%
903
-380
VTI icon
80
Vanguard Total Stock Market ETF
VTI
$646B
$150K 0.16%
468
SKYY icon
81
First Trust Cloud Computing ETF
SKYY
$2.74B
$144K 0.15%
1,320
-81
RTX icon
82
RTX Corp
RTX
$238B
$143K 0.15%
741
+128
USHY icon
83
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
$141K 0.15%
3,840
+376
GIS icon
84
General Mills
GIS
$18B
$141K 0.15%
3,793
+1,524
CSX icon
85
CSX Corp
CSX
$84.6B
$141K 0.15%
3,423
+1,404
BBB
86
Cyber Hornet S&P 500 & Bitcoin 75/25 Strategy ETF
BBB
$7.62M
$137K 0.15%
+5,129
IJR icon
87
iShares Core S&P Small-Cap ETF
IJR
$103B
$137K 0.14%
1,099
-2,340
MCD icon
88
McDonald's
MCD
$201B
$134K 0.14%
432
+209
CELH icon
89
Celsius Holdings
CELH
$7.7B
$130K 0.14%
3,662
+1,571
D icon
90
Dominion Energy
D
$59.5B
$130K 0.14%
2,095
+878
ISPY icon
91
ProShares S&P 500 High Income ETF
ISPY
$1.28B
$129K 0.14%
2,981
SBUX icon
92
Starbucks
SBUX
$118B
$123K 0.13%
1,374
+589
KMB icon
93
Kimberly-Clark
KMB
$32.9B
$122K 0.13%
1,249
+883
DECW icon
94
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$233M
$121K 0.13%
3,611
HRL icon
95
Hormel Foods
HRL
$11.7B
$115K 0.12%
5,098
+3,605
FPEI icon
96
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.87B
$115K 0.12%
6,044
-1,143
LMT icon
97
Lockheed Martin
LMT
$123B
$114K 0.12%
189
-13
CAIE
98
Calamos Autocallable Income ETF
CAIE
$918M
$112K 0.12%
+4,449
VUG icon
99
Vanguard Growth ETF
VUG
$225B
$110K 0.12%
1,512
-372
MMM icon
100
3M
MMM
$79.5B
$109K 0.11%
748
-3
2 3
4
5 6