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
BITB icon
1
Bitwise Bitcoin ETF
BITB
$2.91B
$10.3M 10.23%
+216,080
USFR icon
2
WisdomTree Floating Rate Treasury Fund
USFR
$16.9B
$9.01M 8.97%
+178,970
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.6T
$6.66M 6.63%
+21,231
AAPL icon
4
Apple
AAPL
$4.54T
$5.7M 5.68%
+20,981
AMZN icon
5
Amazon
AMZN
$2.86T
$5.58M 5.55%
+24,168
VCSH icon
6
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
$4.78M 4.76%
+59,941
BUFR icon
7
FT Vest Fund of Buffer ETFs
BUFR
$9.5B
$4.48M 4.46%
+130,695
JEPI icon
8
JPMorgan Equity Premium Income ETF
JEPI
$45B
$4.36M 4.34%
+75,537
COWZ icon
9
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$2.6M 2.59%
+42,796
CDX icon
10
Simplify High Yield ETF
CDX
$432M
$2.57M 2.56%
+115,326
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.94M 1.93%
+3,857
MSFT icon
12
Microsoft
MSFT
$3.11T
$1.82M 1.81%
+3,763
ADPV icon
13
Adaptiv Select ETF
ADPV
$179M
$1.73M 1.73%
+40,448
NVDA icon
14
NVIDIA
NVDA
$5.22T
$1.72M 1.71%
+9,217
TXS icon
15
Texas Capital Texas Equity Index ETF
TXS
$34.5M
$1.37M 1.36%
+38,431
SCHD icon
16
Schwab US Dividend Equity ETF
SCHD
$94.3B
$1.34M 1.34%
+48,973
JTEK icon
17
JPMorgan US Tech Leaders ETF
JTEK
$4.05B
$1.31M 1.3%
+14,546
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$772B
$1.29M 1.28%
+1,886
VYMI icon
19
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$1.13M 1.13%
+12,572
META icon
20
Meta Platforms (Facebook)
META
$1.55T
$1.1M 1.1%
+1,668
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$148B
$1.03M 1.03%
+13,703
KOID
22
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$196M
$935K 0.93%
+29,370
VTV icon
23
Vanguard Value ETF
VTV
$177B
$747K 0.74%
+3,911
JCPB icon
24
JPMorgan Core Plus Bond ETF
JCPB
$11.9B
$726K 0.72%
+15,279
GPIX icon
25
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$3.97B
$595K 0.59%
+11,274