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
CPB icon
126
Campbell Soup
CPB
$6.14B
$75.6K 0.08%
3,394
+2,338
IBM icon
127
IBM
IBM
$239B
$72K 0.08%
297
CBXJ
128
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
CBXJ
$21.3M
$69.5K 0.07%
3,350
-14,782
TFII icon
129
TFI International
TFII
$12.2B
$69.1K 0.07%
633
+405
BWEB icon
130
Bitwise Web3 ETF
BWEB
$6.45M
$68.1K 0.07%
1,072
V icon
131
Visa
V
$625B
$67.9K 0.07%
224
+89
KNG icon
132
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.33B
$67.7K 0.07%
1,389
ABBV icon
133
AbbVie
ABBV
$381B
$67.1K 0.07%
308
-23
ASML icon
134
ASML
ASML
$629B
$66K 0.07%
50
-48
VDC icon
135
Vanguard Consumer Staples ETF
VDC
$8.06B
$65.8K 0.07%
293
LOW icon
136
Lowe's Companies
LOW
$121B
$65.7K 0.07%
278
+1
APD icon
137
Air Products & Chemicals
APD
$64.5B
$65.1K 0.07%
224
+102
GD icon
138
General Dynamics
GD
$92.7B
$64K 0.07%
186
+75
QCOM icon
139
Qualcomm
QCOM
$251B
$63.6K 0.07%
494
-39
SCHF icon
140
Schwab International Equity ETF
SCHF
$64.9B
$63.5K 0.07%
2,564
IWM icon
141
iShares Russell 2000 ETF
IWM
$79.5B
$62.5K 0.07%
252
-213
CARR icon
142
Carrier Global
CARR
$52.4B
$62.1K 0.07%
1,102
+659
VHT icon
143
Vanguard Health Care ETF
VHT
$16.5B
$61.8K 0.07%
227
BXSL icon
144
Blackstone Secured Lending
BXSL
$5.43B
$60.2K 0.06%
2,462
-474
PPA icon
145
Invesco Aerospace & Defense ETF
PPA
$8.05B
$54.8K 0.06%
331
AVIV icon
146
Avantis International Large Cap Value ETF
AVIV
$1.32B
$53.6K 0.06%
716
UVV icon
147
Universal Corp
UVV
$1.36B
$53.2K 0.06%
1,008
+303
CXSE icon
148
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$515M
$53.1K 0.06%
1,405
-103
MO icon
149
Altria Group
MO
$123B
$52.7K 0.06%
786
-34
BSV icon
150
Vanguard Short-Term Bond ETF
BSV
$44.5B
$52.3K 0.06%
667
4 5
6
7 8