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
ETH
176
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.88B
$35.7K 0.04%
1,798
-1,753
SDY icon
177
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$34.6K 0.04%
237
CIBR icon
178
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.8B
$33.6K 0.04%
536
KO icon
179
Coca-Cola
KO
$351B
$33.2K 0.04%
434
DRNZ
180
REX Drone ETF
DRNZ
$84.7M
$33K 0.03%
1,379
+1,098
TOST icon
181
Toast
TOST
$13.4B
$32.9K 0.03%
1,241
-149
FTQI icon
182
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$842M
$31.7K 0.03%
1,591
FDLO icon
183
Fidelity Low Volatility Factor ETF
FDLO
$1.43B
$30.7K 0.03%
475
CME icon
184
CME Group
CME
$106B
$30.5K 0.03%
+103
USMV icon
185
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$30.1K 0.03%
325
XLP icon
186
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$29.2K 0.03%
356
XLRE icon
187
State Street Real Estate Select Sector SPDR ETF
XLRE
$8B
$28K 0.03%
686
FEX icon
188
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.53B
$27.4K 0.03%
225
ITA icon
189
iShares US Aerospace & Defense ETF
ITA
$13.9B
$27.3K 0.03%
+125
ERIC icon
190
Ericsson
ERIC
$44.9B
$26.9K 0.03%
2,390
ARM icon
191
Arm
ARM
$326B
$26.9K 0.03%
178
-3
ELF icon
192
e.l.f. Beauty
ELF
$3.12B
$25.9K 0.03%
428
-125
XLI icon
193
State Street Industrial Select Sector SPDR ETF
XLI
$30.2B
$25.9K 0.03%
160
BNDX icon
194
Vanguard Total International Bond ETF
BNDX
$78.8B
$25.5K 0.03%
530
IAU icon
195
iShares Gold Trust
IAU
$70B
$25K 0.03%
284
VEA icon
196
Vanguard FTSE Developed Markets ETF
VEA
$226B
$24.8K 0.03%
387
CBOY
197
Calamos Bitcoin Structured Alt Protection ETF - July
CBOY
$4.89M
$24.7K 0.03%
1,014
-361
SNA icon
198
Snap-on
SNA
$19B
$24.5K 0.03%
67
+64
ICSH icon
199
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.47B
$23.8K 0.03%
470
-1,242
ETHW
200
Bitwise Ethereum ETF
ETHW
$216M
$23.6K 0.02%
1,574
-7,587
6 7
8
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