AWM
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Avior Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Avior Wealth Management’s Portfolio EPS Stock Details EPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,059
Closed -$94.2K – 1574
2023
Q3 		$94.2K Sell
2,059
-132
-6% -$6.04K 0.01% 635
2023
Q2 		$102K Sell
2,191
-4,591
-68% -$214K 0.01% 623
2023
Q1 		$297K Buy
+6,782
New +$297K 0.02% 453