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
VTI icon
76
Vanguard Total Stock Market ETF
VTI
$585B
$157K 0.16%
+468
VUG icon
77
Vanguard Growth ETF
VUG
$197B
$153K 0.15%
+314
DELL icon
78
Dell
DELL
$78.9B
$150K 0.15%
+1,192
CBOO
79
Calamos Bitcoin Structured Alt Protection ETF - October
CBOO
$7.3M
$149K 0.15%
+6,108
VCRB icon
80
Vanguard Core Bond ETF
VCRB
$5.94B
$147K 0.15%
+1,882
EQWL icon
81
Invesco S&P 100 Equal Weight ETF
EQWL
$2.27B
$145K 0.14%
+1,228
XOM icon
82
Exxon Mobil
XOM
$631B
$144K 0.14%
+1,192
FPEI icon
83
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$139K 0.14%
+7,187
ISPY icon
84
ProShares S&P 500 High Income ETF
ISPY
$1.22B
$136K 0.14%
+2,981
USHY icon
85
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
$130K 0.13%
+3,464
VXF icon
86
Vanguard Extended Market ETF
VXF
$26.3B
$129K 0.13%
+618
KODK icon
87
Kodak
KODK
$746M
$127K 0.13%
+15,000
NLY icon
88
Annaly Capital Management
NLY
$16.5B
$126K 0.13%
+5,480
DECW icon
89
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$227M
$123K 0.12%
+3,611
MMM icon
90
3M
MMM
$86.9B
$120K 0.12%
+751
HSY icon
91
Hershey
HSY
$44.6B
$120K 0.12%
+659
IWM icon
92
iShares Russell 2000 ETF
IWM
$76.7B
$114K 0.11%
+465
RBRK icon
93
Rubrik
RBRK
$10.8B
$113K 0.11%
+1,476
RTX icon
94
RTX Corp
RTX
$276B
$112K 0.11%
+613
ELV icon
95
Elevance Health
ELV
$76.8B
$112K 0.11%
+319
IUSV icon
96
iShares Core S&P US Value ETF
IUSV
$24.8B
$111K 0.11%
+1,081
BUFP
97
PGIM Laddered S&P 500 Buffer 12 ETF
BUFP
$125M
$106K 0.11%
+3,531
GIS icon
98
General Mills
GIS
$23.9B
$106K 0.11%
+2,269
PFE icon
99
Pfizer
PFE
$153B
$105K 0.1%
+4,220
ASML icon
100
ASML
ASML
$566B
$105K 0.1%
+98