Roast my portfolio?

Hey, I started investing in July, late 20s, dont have a ton of money and am really just dipping my toes in to get a feel for it all. I can totally survive without any of the ~2.5k I’ve invested so far. I hope to get my portfolio up to $5k by January and maybe DCA up to $5-10k a year. My loose goal is to maximize my 5-year annualized return.

ASML: $80.75 (3.57%) SPLV: $119.64 (5.29%) GOOG: $125.16 (5.54%) SOXX: $134.85 (5.96%) FXAIX: $1361.16 (60.20%) RSG: $31.80 (1.41%) WM: $72.63 (3.21%) NVDA: $26.18 (1.16%) VAW: $124.83 (5.52%) IHI: $115.16 (5.09%) ARKG: $69.00 (3.05%)

I’m going to dump ARKG on tuesday, I bought it friday without doing enough research on it. Seems to be a waste of money.

I’m uncertain about keeping IHI. The sector I know best is definitely medtech (my professional field), and I like medical devices over pharma companies in medtech these days (fed research funding, CDC falling apart, etc). It also further diversifies my portfolio. But I’m not so sure this is all worth the risk of this sector’s unpredictable/volatile nature.

My $26 in NVDA is supposed to be a tilt for SOXX but feels like a negligible waste in at this point.

I really like ASML but it feels irresponsible to let them make up >5% of my portfolio.

My research tells me WM + RSG are better to hold for resilience+return ceiling vs comparable ETFs (like EVX). What do you think?

Any/all thoughts welcome thanks!