Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2181 | ALLT | ALLOT LTD | Technology | 51.0 | $452.0 | — | NEW | — | $8.86 | -11.2% |
| 2182 | BCE | BCE INC | Communication Services | 21.0 | $452.0 | — | NEW | — | $21.52 | +8.5% |
| 2183 | KGS | KODIAK GAS SVCS INC | Energy | 6.0 | $451.0 | — | NEW | — | $75.17 | -16.3% |
| 2184 | ASTL | ALGOMA STL GROUP INC | Basic Materials | 111.0 | $450.0 | — | NEW | — | $4.05 | +0.9% |
| 2185 | IPAR | INTERPARFUMS INC | Consumer Defensive | 4.0 | $448.0 | — | NEW | — | $112.00 | +1.3% |
| 2186 | CR | CRANE COMPANY | Industrials | 2.0 | $447.0 | — | NEW | — | $223.50 | -3.8% |
| 2187 | MNSO | MINISO GROUP HLDG LTD | Consumer Cyclical | 37.0 | $447.0 | — | NEW | — | $12.08 | -11.6% |
| 2188 | PWP | PERELLA WEINBERG PARTNERS | Financial Services | 28.0 | $447.0 | — | NEW | — | $15.96 | +1.3% |
| 2189 | SOUN | SOUNDHOUND AI INC | Technology | 69.0 | $447.0 | — | NEW | — | $6.48 | +7.9% |
| 2190 | — | SPIRE GLOBAL INC | — | 24.0 | $447.0 | — | NEW | — | $18.62 | — |
| 2191 | YOU | CLEAR SECURE INC | Technology | 8.0 | $446.0 | — | NEW | — | $55.75 | -20.0% |
| 2192 | SYRE | SPYRE THERAPEUTICS INC | Healthcare | 5.0 | $444.0 | — | NEW | — | $88.80 | +21.4% |
| 2193 | POST | POST HLDGS INC | Consumer Defensive | 5.0 | $442.0 | — | NEW | — | $88.40 | -9.7% |
| 2194 | — | CEREBRAS SYSTEMS INC | — | 2.0 | $442.0 | — | NEW | — | $221.00 | — |
| 2195 | HLIT | HARMONIC INC | Technology | 27.0 | $441.0 | — | NEW | — | $16.33 | -22.1% |
| 2196 | MGPI | MGP INGREDIENTS INC NEW | Consumer Defensive | 25.0 | $438.0 | — | NEW | — | $17.52 | -0.1% |
| 2197 | SLAB | SILICON LABORATORIES INC | Technology | 2.0 | $438.0 | — | NEW | — | $219.00 | +0.0% |
| 2198 | SHLS | SHOALS TECHNOLOGIES GROUP IN | Energy | 44.0 | $436.0 | — | NEW | — | $9.91 | -22.5% |
| 2199 | BTG | B2GOLD CORP | Basic Materials | 116.0 | $434.0 | — | NEW | — | $3.74 | +33.1% |
| 2200 | OGN | ORGANON & CO | Healthcare | 32.0 | $434.0 | — | NEW | — | $13.56 | +0.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
40.0%
Financial Services
17.9%
Healthcare
9.5%
Consumer Cyclical
7.4%
Industrials
6.1%
Communication Services
5.8%
Consumer Defensive
4.2%
Energy
3.0%
Real Estate
2.6%
Utilities
2.1%