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
VWO icon
101
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$108K 0.11%
1,999
-1,674
NLY icon
102
Annaly Capital Management
NLY
$15.7B
$108K 0.11%
4,928
-552
BUFP
103
PGIM Laddered S&P 500 Buffer 12 ETF
BUFP
$185M
$106K 0.11%
3,571
+40
ADP icon
104
Automatic Data Processing
ADP
$90.1B
$101K 0.11%
492
+316
CTA icon
105
Simplify Managed Futures Strategy ETF
CTA
$1.63B
$99K 0.1%
3,276
-2,591
UNH icon
106
UnitedHealth
UNH
$353B
$96.3K 0.1%
356
+304
F icon
107
Ford
F
$59.5B
$94.6K 0.1%
8,196
+2,103
AFL icon
108
Aflac
AFL
$60B
$93.9K 0.1%
855
+420
VCRB icon
109
Vanguard Core Bond ETF
VCRB
$6.59B
$92.9K 0.1%
1,200
-682
VEU icon
110
Vanguard FTSE All-World ex-US ETF
VEU
$65.2B
$91.9K 0.1%
1,223
VYM icon
111
Vanguard High Dividend Yield ETF
VYM
$78.2B
$91.7K 0.1%
619
-74
PYPL icon
112
PayPal
PYPL
$39B
$91.2K 0.1%
2,015
+1,108
CAT icon
113
Caterpillar
CAT
$405B
$90.2K 0.1%
127
+52
AGIX
114
KraneShares Artificial Intelligence ETF
AGIX
$614M
$88.8K 0.09%
2,711
-2,356
PG icon
115
Procter & Gamble
PG
$336B
$88.4K 0.09%
612
+174
AIRR icon
116
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.2B
$86.9K 0.09%
784
+73
TSM icon
117
TSMC
TSM
$2.1T
$86.7K 0.09%
256
-28
TGT icon
118
Target
TGT
$57B
$85.2K 0.09%
703
+264
NFLX icon
119
Netflix
NFLX
$373B
$84.1K 0.09%
875
+800
WMT icon
120
Walmart Inc
WMT
$959B
$81.3K 0.09%
653
+79
GJUL icon
121
FT Vest US Equity Moderate Buffer ETF July
GJUL
$388M
$80K 0.08%
1,963
IUSV icon
122
iShares Core S&P US Value ETF
IUSV
$26.1B
$79.9K 0.08%
781
-300
BA icon
123
Boeing
BA
$173B
$76.8K 0.08%
386
UPS icon
124
United Parcel Service
UPS
$85.9B
$76.7K 0.08%
779
+212
UNP icon
125
Union Pacific
UNP
$158B
$76.3K 0.08%
314
+154
3 4
5
6 7