Concentration
Technology is 38.2% of tracked equity value
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Tracked value
$22.4K
Sample portfolio
Risk Score
52/100
MEDIUM-2 vs last week
Performance
Portfolio vs market context
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Your Portfolio+6.2%S&P 500+7.8%Research Book+4.7%Gap-1.6%1Y window · daily close snapshots
Composition
Asset mix
US Equities68.8%
Global ETFs16.5%
Treasury Bills9.4%
Cash5.3%
Sectors · equity
Technology38.2%
Healthcare17.4%
Consumer14.6%
Technology concentration · 38% of equity
Daily Notes
What deserves a second look?
Events
Three mega-cap earnings windows are coming up
Upcoming earnings, filings, and dividend dates are grouped around the holdings they affect.
Daily note
USD exposure is driving most of this sample's movement
The note explains currency and benchmark context in plain language.
Holdings Preview
The rows carry the story
MSFT
Microsoft
Cloud and software exposure
17.6%
VOO
Vanguard S&P 500 ETF
Broad US market anchor
15.4%
AAPL
Apple
Consumer platform exposure
12.1%
TSM
Taiwan Semiconductor
Global semiconductor supply chain
9.8%
Product Scope
Demo data only. ExitWiz prepares market context around tracked holdings; investment decisions stay with the user.