AW
Ankerstar Wealth Portfolio holdings
AUM
$94.7M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$94.7M
AUM Growth
-$5.71M
(-5.7%)
Holding
1,113
Top Buys
| 1 | +$902K | |
| 2 | +$617K | |
| 3 | +$616K | |
| 4 |
KOID
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
|
+$570K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$550K |
Top Sells
| 1 | +$1.98M | |
| 2 | +$1.92M | |
| 3 | +$526K | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$424K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1101
Truist Financial
TFC
$60.3B
| – | – |
-30
|
|
||
|
TGNA
1102
DELISTED
TEGNA Inc
TGNA
| – | – |
-29
|
|
||
1103
Thryv Holdings
THRY
$176M
| – | – |
-12
|
|
||
|
THS
1104
DELISTED
Treehouse Foods
THS
| – | – |
-7
|
|
||
1105
iShares 20+ Year Treasury Bond ETF
TLT
$42.3B
| – | – |
-21
|
|
||
1106
T-Mobile US
TMUS
$207B
| – | – |
-8
|
|
||
1107
Tennant Co
TNC
$1.43B
| – | – |
-4
|
|
||
1108
TripAdvisor
TRIP
$1.17B
| – | – |
-11
|
|
||
1109
TTM Technologies
TTMI
$19.7B
| – | – |
-12
|
|
||
1110
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF
UBOT
$33.5M
| – | – |
-71
|
|
||
1111
Upwork
UPWK
$1.09B
| – | – |
-22
|
|
||
1112
United Therapeutics
UTHR
$24.1B
| – | – |
-7
|
|