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 3.12%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ETH
101
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.7B
$99.6K 0.1%
+3,551
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$73.1B
$99.6K 0.1%
+693
LMT icon
103
Lockheed Martin
LMT
$145B
$97.7K 0.1%
+202
CELH icon
104
Celsius Holdings
CELH
$8.86B
$95.6K 0.1%
+2,091
QCOM icon
105
Qualcomm
QCOM
$132B
$91.2K 0.09%
+533
VEU icon
106
Vanguard FTSE All-World ex-US ETF
VEU
$60.1B
$90K 0.09%
+1,223
IBM icon
107
IBM
IBM
$230B
$88K 0.09%
+297
ICSH icon
108
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.15B
$86.6K 0.09%
+1,712
TSM icon
109
TSMC
TSM
$1.79T
$86.5K 0.09%
+284
BA icon
110
Boeing
BA
$165B
$83.8K 0.08%
+386
GJUL icon
111
FT Vest US Equity Moderate Buffer ETF July
GJUL
$383M
$81.1K 0.08%
+1,963
XLV icon
112
State Street Health Care Select Sector SPDR ETF
XLV
$38.6B
$80.3K 0.08%
+518
F icon
113
Ford
F
$46.2B
$79.9K 0.08%
+6,093
BXSL icon
114
Blackstone Secured Lending
BXSL
$5.51B
$79.3K 0.08%
+2,936
BWEB icon
115
Bitwise Web3 ETF
BWEB
$5.47M
$75.8K 0.08%
+1,072
ABBV icon
116
AbbVie
ABBV
$365B
$75.8K 0.08%
+331
SCHW icon
117
Charles Schwab
SCHW
$162B
$75.6K 0.08%
+756
CBTJ
118
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$21M
$74.6K 0.07%
+3,410
VOO icon
119
Vanguard S&P 500 ETF
VOO
$829B
$73.4K 0.07%
+117
CSX icon
120
CSX Corp
CSX
$77B
$73.2K 0.07%
+2,019
D icon
121
Dominion Energy
D
$55.1B
$71.3K 0.07%
+1,217
AIRR icon
122
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.62B
$69.9K 0.07%
+711
DJD icon
123
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$443M
$68.6K 0.07%
+1,200
KNG icon
124
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.37B
$68.3K 0.07%
+1,389
NTRA icon
125
Natera
NTRA
$29.7B
$68.3K 0.07%
+298