SG
Sharper & Granite Portfolio holdings
AUM
$279M
1-Year Est. Return
9.96%
1 Year Est. Return
+9.96%
AUM
$263M
AUM Growth
+$21.1M
(+8.7%)
Holding
108
Top Buys
| 1 | +$2.37M | |
| 2 | +$1.51M | |
| 3 | +$1.15M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$873K |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$718K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$536K | |
| 3 | +$463K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$367K |
| 5 |
Goldman Sachs
GS
|
+$366K |
Sector Composition
| 1 | Technology | 2.14% |
| 2 | Communication Services | 0.88% |
| 3 | Financials | 0.77% |
| 4 | Consumer Staples | 0.45% |
| 5 | Consumer Discretionary | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.12B
| $225K | 0.09% |
4,900
-2,500
|
|
||
102
NVIDIA
NVDA
$4.46T
| $217K | 0.08% |
+1,380
|
|
||
103
Alphabet (Google) Class C
GOOG
$3.07T
| $216K | 0.08% |
+1,200
|
|
||
|
CWBC
104
Community West Bancshares
CWBC
$396M
| $216K | 0.08% |
10,362
|
|
||
105
iShares Russell 1000 Growth ETF
IWF
$122B
| $203K | 0.08% |
+480
|
|
||
106
Rivian
RIVN
$15.8B
| $129K | 0.05% |
10,000
|
|
||
107
Grayscale Bitcoin Trust
GBTC
$42.6B
| – | – |
-21,900
|
|
||
|
108
Goldman Sachs
GS
$232B
| – | – |
-670
|
|