AWM
FHLC icon

Avior Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Avior Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$451K Sell
5,840
-163
-3% -$11.7K 0.01% 544
2026
Q1 		$422K Sell
6,003
-28
-0.5% -$2.07K 0.01% 578
2025
Q4 		$448K Hold
6,031
– – 0.01% 493
2025
Q3 		$403K Sell
6,031
-449
-7% -$29K 0.01% 504
2025
Q2 		$414K Sell
6,480
-155
-2% -$9.87K 0.01% 486
2025
Q1 		$453K Sell
6,635
-644
-9% -$44.2K 0.02% 432
2024
Q4 		$476K Buy
7,279
+177
+2% +$12.3K 0.02% 461
2024
Q3 		$517K Sell
7,102
-31
-0.4% -$2.22K 0.02% 440
2024
Q2 		$489K Buy
7,133
+12
+0.2% +$811 0.02% 438
2024
Q1 		$497K Sell
7,121
-601
-8% -$40.7K 0.02% 453
2023
Q4 		$500K Hold
7,722
– – 0.03% 350
2023
Q3 		$468K Sell
7,722
-320
-4% -$20.1K 0.03% 345
2023
Q2 		$508K Hold
8,042
– – 0.03% 332
2023
Q1 		$494K Hold
8,042
– – 0.03% 348
2022
Q4 		$515K Hold
8,042
– – 0.04% 296
2022
Q3 		$463K Buy
+8,042
New +$495K 0.04% 289
2022
Q2 		– Hold
0
– – – 1127
2022
Q1 		– Hold
0
– – – 1149
2021
Q4 		– Hold
0
– – – 1135
2021
Q3 		– Sell
-26
Closed -$1.72K – 1096
2021
Q2 		$1K Buy
+26
New +$1.6K ﹤0.01% 959
2021
Q1 		– Hold
0
– – – 1055
2020
Q4 		– Hold
0
– – – 1016

Other funds holding FHLC

TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return