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
BP icon
201
BP
BP
$114B
$22.8K 0.02%
484
-264
ADI icon
202
Analog Devices
ADI
$193B
$22.3K 0.02%
70
DUK icon
203
Duke Energy
DUK
$98B
$22.1K 0.02%
168
-14
TRI icon
204
Thomson Reuters
TRI
$37.5B
$22K 0.02%
+241
ORCL icon
205
Oracle
ORCL
$552B
$21.9K 0.02%
149
-10
SHW icon
206
Sherwin-Williams
SHW
$76.2B
$21.8K 0.02%
64
+55
QUAL icon
207
iShares MSCI USA Quality Factor ETF
QUAL
$51.9B
$21.3K 0.02%
111
WPC icon
208
W.P. Carey
WPC
$16.6B
$20.8K 0.02%
302
VTWO icon
209
Vanguard Russell 2000 ETF
VTWO
$16.4B
$20.1K 0.02%
200
SPFF icon
210
Global X SuperIncome Preferred ETF
SPFF
$129M
$19.9K 0.02%
2,244
+974
XLY icon
211
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$19.9K 0.02%
182
PANW icon
212
Palo Alto Networks
PANW
$211B
$19.4K 0.02%
121
-109
IWP icon
213
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$19.2K 0.02%
150
AEP icon
214
American Electric Power
AEP
$71.6B
$19.1K 0.02%
146
-34
CTRA
215
DELISTED
Coterra Energy
CTRA
$18.9K 0.02%
538
BE icon
216
Bloom Energy
BE
$86B
$18.8K 0.02%
+139
AUGT icon
217
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$35.8M
$18.4K 0.02%
527
OUNZ icon
218
VanEck Merk Gold Trust
OUNZ
$2.74B
$18K 0.02%
+400
LHX icon
219
L3Harris
LHX
$58.1B
$17.9K 0.02%
52
CBTY
220
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$13.7M
$17.9K 0.02%
908
-83
ETHE
221
Grayscale Ethereum Staking ETF Shares
ETHE
$1.68B
$17.5K 0.02%
1,028
LLY icon
222
Eli Lilly
LLY
$950B
$17.5K 0.02%
19
DGRO icon
223
iShares Core Dividend Growth ETF
DGRO
$40.3B
$16.8K 0.02%
240
-140
VNQ icon
224
Vanguard Real Estate ETF
VNQ
$37.2B
$16.8K 0.02%
189
BLK icon
225
Blackrock
BLK
$167B
$16.3K 0.02%
17
7 8
9
10 11