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
RGTI icon
176
Rigetti Computing
RGTI
$5.25B
$35.5K 0.04%
+1,601
HRL icon
177
Hormel Foods
HRL
$13.7B
$35.4K 0.04%
+1,493
T icon
178
AT&T
T
$196B
$34.6K 0.03%
+1,392
MRVL icon
179
Marvell Technology
MRVL
$67.3B
$34K 0.03%
+400
CBOY
180
Calamos Bitcoin Structured Alt Protection ETF - July
CBOY
$4.86M
$33.8K 0.03%
+1,375
CMG icon
181
Chipotle Mexican Grill
CMG
$48.9B
$33.3K 0.03%
+900
FTQI icon
182
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$777M
$33.1K 0.03%
+1,591
SDY icon
183
State Street SPDR S&P Dividend ETF
SDY
$22B
$33K 0.03%
+237
WINN icon
184
Harbor Long-Term Growers ETF
WINN
$1.02B
$32.7K 0.03%
+1,050
FDLO icon
185
Fidelity Low Volatility Factor ETF
FDLO
$1.47B
$31.7K 0.03%
+475
RKLB icon
186
Rocket Lab Corp
RKLB
$37.9B
$31K 0.03%
+445
ORCL icon
187
Oracle
ORCL
$426B
$31K 0.03%
+159
FLIN icon
188
Franklin FTSE India ETF
FLIN
$3.12B
$30.9K 0.03%
+801
GE icon
189
GE Aerospace
GE
$360B
$30.8K 0.03%
+100
BROS icon
190
Dutch Bros
BROS
$6.2B
$30.6K 0.03%
+500
USMV icon
191
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$30.6K 0.03%
+325
KO icon
192
Coca-Cola
KO
$343B
$30.3K 0.03%
+434
HOOD icon
193
Robinhood
HOOD
$68.6B
$30.3K 0.03%
+268
APD icon
194
Air Products & Chemicals
APD
$62.6B
$30.2K 0.03%
+122
IEI icon
195
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$30.1K 0.03%
+252
CPB icon
196
Campbell Soup
CPB
$8B
$29.4K 0.03%
+1,056
XLRE icon
197
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.51B
$27.7K 0.03%
+686
XLP icon
198
State Street Consumer Staples Select Sector SPDR ETF
XLP
$17.2B
$27.7K 0.03%
+356
BMNR
199
BitMine Immersion Technologies
BMNR
$9.16B
$26.9K 0.03%
+987
FEX icon
200
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.46B
$26.7K 0.03%
+225