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
$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
DGRO icon
201
iShares Core Dividend Growth ETF
DGRO
$40.3B
$26.4K 0.03%
+380
BP icon
202
BP
BP
$114B
$26K 0.03%
+748
BNDX icon
203
Vanguard Total International Bond ETF
BNDX
$78.8B
$25.6K 0.03%
+530
SO icon
204
Southern Company
SO
$107B
$25.3K 0.03%
+289
ETHE
205
Grayscale Ethereum Staking ETF Shares
ETHE
$1.68B
$25.1K 0.02%
+1,028
XLI icon
206
State Street Industrial Select Sector SPDR ETF
XLI
$30.2B
$24.8K 0.02%
+160
VEA icon
207
Vanguard FTSE Developed Markets ETF
VEA
$226B
$24.2K 0.02%
+387
UVIX icon
208
2x Long VIX Futures ETF
UVIX
$475M
$23.9K 0.02%
+4,190
DIS icon
209
Walt Disney
DIS
$179B
$23.8K 0.02%
+208
TFII icon
210
TFI International
TFII
$12.2B
$23.7K 0.02%
+228
CARR icon
211
Carrier Global
CARR
$52.4B
$23.5K 0.02%
+443
UBER icon
212
Uber
UBER
$146B
$23.5K 0.02%
+287
ERIC icon
213
Ericsson
ERIC
$44.9B
$23.1K 0.02%
+2,390
IAU icon
214
iShares Gold Trust
IAU
$70B
$23.1K 0.02%
+284
QUAL icon
215
iShares MSCI USA Quality Factor ETF
QUAL
$51.9B
$22K 0.02%
+111
XLY icon
216
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$21.8K 0.02%
+182
CBTY
217
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$13.7M
$21.8K 0.02%
+991
DUK icon
218
Duke Energy
DUK
$98B
$21.4K 0.02%
+182
AEP icon
219
American Electric Power
AEP
$71.6B
$20.8K 0.02%
+180
IWP icon
220
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$20.5K 0.02%
+150
LLY icon
221
Eli Lilly
LLY
$950B
$20.4K 0.02%
+19
SHV icon
222
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$20.2K 0.02%
+183
VTWO icon
223
Vanguard Russell 2000 ETF
VTWO
$16.4B
$19.9K 0.02%
+200
ARM icon
224
Arm
ARM
$326B
$19.8K 0.02%
+181
WPC icon
225
W.P. Carey
WPC
$16.6B
$19.7K 0.02%
+302