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
MCD icon
126
McDonald's
MCD
$217B
$68.2K 0.07%
+223
DIA icon
127
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.9B
$67.8K 0.07%
+141
VICI icon
128
VICI Properties
VICI
$29.7B
$67.2K 0.07%
+2,353
LOW icon
129
Lowe's Companies
LOW
$130B
$67K 0.07%
+277
SBUX icon
130
Starbucks
SBUX
$108B
$66.1K 0.07%
+785
VHT icon
131
Vanguard Health Care ETF
VHT
$16.2B
$65.3K 0.07%
+227
WMT icon
132
Walmart Inc
WMT
$977B
$64K 0.06%
+574
UMAC icon
133
Unusual Machines
UMAC
$628M
$63.7K 0.06%
+5,000
PG icon
134
Procter & Gamble
PG
$328B
$62.8K 0.06%
+438
VDC icon
135
Vanguard Consumer Staples ETF
VDC
$7.84B
$61.9K 0.06%
+293
SCHF icon
136
Schwab International Equity ETF
SCHF
$59.3B
$61.6K 0.06%
+2,564
CBXA
137
Calamos Bitcoin 90 Series Structured Alt Protection ETF - April
CBXA
$4.35M
$61.2K 0.06%
+2,273
CXSE icon
138
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$505M
$60.5K 0.06%
+1,508
PATH icon
139
UiPath
PATH
$5.74B
$58.3K 0.06%
+3,557
UPS icon
140
United Parcel Service
UPS
$82.9B
$56.3K 0.06%
+567
CBXY
141
Calamos Bitcoin 90 Series Structured Alt Protection ETF - July
CBXY
$8.78M
$56K 0.06%
+2,420
IBIT icon
142
iShares Bitcoin Trust
IBIT
$54B
$56K 0.06%
+1,128
AMD icon
143
Advanced Micro Devices
AMD
$361B
$54K 0.05%
+252
PYPL icon
144
PayPal
PYPL
$41.3B
$53K 0.05%
+907
BSV icon
145
Vanguard Short-Term Bond ETF
BSV
$44.2B
$52.6K 0.05%
+667
RIVN icon
146
Rivian
RIVN
$18.2B
$52.3K 0.05%
+2,655
PPA icon
147
Invesco Aerospace & Defense ETF
PPA
$8.08B
$51.8K 0.05%
+331
AVIV icon
148
Avantis International Large Cap Value ETF
AVIV
$1.21B
$51K 0.05%
+716
XLF icon
149
State Street Financial Select Sector SPDR ETF
XLF
$49B
$50.8K 0.05%
+927
IJH icon
150
iShares Core S&P Mid-Cap ETF
IJH
$108B
$49.8K 0.05%
+755