Portfolio (Quarterly)
Guide ↗
Tanager Wealth Management LLP
· CIK 0001892929| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | — | 2,651 | $330K | 0.03% | SOLD |
| 2 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 5,031 | $316K | 0.03% | SOLD |
| 3 | NEM | NEWMONT CORP | Basic Materials | 2,514 | $272K | 0.03% | SOLD |
| 4 | IWP | ISHARES TR | — | 1,924 | $247K | 0.02% | SOLD |
| 5 | MDB | MONGODB INC | Technology | 945 | $231K | 0.02% | SOLD |
| 6 | INTU | INTUIT | Technology | 529 | $229K | 0.02% | SOLD |
| 7 | EMLC | VANECK ETF TRUST | — | 8,710 | $219K | 0.02% | SOLD |
| 8 | MSTR | STRATEGY INC | Technology | 1,731 | $216K | 0.02% | SOLD |
| 9 | SPDW | SPDR INDEX SHS FDS | — | 4,669 | $213K | 0.02% | SOLD |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | — | 2,530 | $201K | 0.02% | SOLD |
| 11 | HLN | HALEON PLC | Healthcare | 13,603 | $136K | 0.01% | SOLD |
| 12 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 13,170 | $66K | 0.01% | SOLD |
| 13 | WIT | WIPRO LTD | Technology | 12,987 | $28K | 0.00% | SOLD |
Sector Allocation
Communication Services
40.9%
Technology
33.5%
Financial Services
6.9%
Consumer Cyclical
4.9%
Consumer Defensive
4.8%
Healthcare
4.1%
Energy
2.6%
Industrials
1.9%
Utilities
0.4%
Basic Materials
0.2%