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 3.11%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TOST icon
151
Toast
TOST
$16.3B
$49.4K 0.05%
+1,390
VTWV icon
152
Vanguard Russell 2000 Value ETF
VTWV
$1.03B
$48.5K 0.05%
+303
MO icon
153
Altria Group
MO
$114B
$48.1K 0.05%
+820
DAL icon
154
Delta Air Lines
DAL
$44B
$48.1K 0.05%
+692
AFL icon
155
Aflac
AFL
$58.5B
$48K 0.05%
+435
VO icon
156
Vanguard Mid-Cap ETF
VO
$95.8B
$48K 0.05%
+165
V icon
157
Visa
V
$613B
$47.4K 0.05%
+135
EFA icon
158
iShares MSCI EAFE ETF
EFA
$77.4B
$46K 0.05%
+479
ADP icon
159
Automatic Data Processing
ADP
$87B
$45.6K 0.05%
+176
GRAL
160
GRAIL Inc
GRAL
$3.96B
$45.1K 0.04%
+527
BAC icon
161
Bank of America
BAC
$381B
$44K 0.04%
+800
IVE icon
162
iShares S&P 500 Value ETF
IVE
$50.1B
$43.7K 0.04%
+206
RDVY icon
163
First Trust Rising Dividend Achievers ETF
RDVY
$20.9B
$43.6K 0.04%
+628
CAT icon
164
Caterpillar
CAT
$354B
$43.2K 0.04%
+75
HYGV icon
165
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.17B
$43.2K 0.04%
+1,060
TGT icon
166
Target
TGT
$52.4B
$42.9K 0.04%
+439
PANW icon
167
Palo Alto Networks
PANW
$122B
$42.4K 0.04%
+230
ELF icon
168
e.l.f. Beauty
ELF
$5.38B
$42K 0.04%
+553
XEL icon
169
Xcel Energy
XEL
$47.8B
$39.7K 0.04%
+533
OWNB
170
Bitwise Bitcoin Standard Corporations ETF
OWNB
$20.5M
$39.5K 0.04%
+1,841
CIBR icon
171
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.74B
$38.3K 0.04%
+536
GD icon
172
General Dynamics
GD
$95.8B
$37.4K 0.04%
+111
KMB icon
173
Kimberly-Clark
KMB
$36.1B
$37.4K 0.04%
+366
UVV icon
174
Universal Corp
UVV
$1.33B
$37.2K 0.04%
+705
UNP icon
175
Union Pacific
UNP
$156B
$37.1K 0.04%
+160