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

Partners Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$997K Hold
14,869
– – 1.14% 24
2025
Q1 		$1.02M Buy
14,869
+362
+2% +$24.7K 1.15% 22
2024
Q4 		$948K Buy
+14,507
New +$948K 1.08% 28