Portfolio (Quarterly)
Guide ↗
Tanager Wealth Management LLP
· CIK 0001892929| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 440.0 | $203K | 0.02% | +43.0 | +10.8% | $460.99 | -14.7% |
| 142 | VCSH | VANGUARD SCOTTSDALE FDS | — | 2,530.0 | $201K | 0.02% | — | — | $79.27 | -1.9% |
| 143 | HLN | HALEON PLC | Healthcare | 13,603.0 | $136K | 0.01% | NEW | — | $10.01 | -7.4% |
| 144 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 13,170.0 | $66K | 0.01% | NEW | — | $5.03 | +17.0% |
| 145 | WIT | WIPRO LTD | Technology | 12,987.0 | $28K | 0.00% | NEW | — | $2.12 | -21.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
47.4%
Communication Services
15.7%
Financial Services
9.1%
Consumer Defensive
7.8%
Consumer Cyclical
7.3%
Healthcare
5.3%
Energy
5.0%
Industrials
1.4%
Basic Materials
0.6%
Utilities
0.5%