Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 781 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 68.0 | $14K | 0.00% | NEW | — | $206.01 | +9.5% |
| 782 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 788.0 | $14K | 0.00% | NEW | — | $17.73 | -3.9% |
| 783 | NTNX | NUTANIX INC | Technology | 274.0 | $14K | 0.00% | NEW | — | $50.96 | +30.8% |
| 784 | RNR | RENAISSANCERE HLDGS LTD | Financial Services | 44.0 | $14K | 0.00% | NEW | — | $316.91 | +3.9% |
| 785 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 179.0 | $14K | 0.00% | NEW | — | $77.87 | -11.2% |
| 786 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 100.0 | $14K | 0.00% | NEW | — | $138.94 | -4.2% |
| 787 | FSS | FEDERAL SIGNAL CORP | Industrials | 108.0 | $14K | 0.00% | NEW | — | $128.49 | -6.8% |
| 788 | UMC | UNITED MICROELECTRONICS CORP | Technology | 508.0 | $14K | 0.00% | NEW | — | $27.21 | -30.0% |
| 789 | EWJ | ISHARES INC | — | 148.0 | $14K | 0.00% | NEW | — | $93.34 | +1.6% |
| 790 | DVA | DAVITA INC | Healthcare | 62.0 | $14K | 0.00% | NEW | — | $222.48 | -20.7% |
| 791 | RDDT | REDDIT INC | Communication Services | 79.0 | $14K | 0.00% | NEW | — | $173.58 | -12.1% |
| 792 | IBB | ISHARES TR | — | 72.0 | $14K | 0.00% | NEW | — | $190.43 | +11.6% |
| 793 | MKL | MARKEL GROUP INC | Financial Services | 7.0 | $14K | 0.00% | NEW | — | $1953.14 | -7.0% |
| 794 | IWF | ISHARES TR | — | 109.0 | $14K | 0.00% | NEW | — | $123.86 | -2.3% |
| 795 | DON | WISDOMTREE TR | — | 238.0 | $13K | 0.00% | NEW | — | $56.52 | +3.1% |
| 796 | MSCI | MSCI INC | Financial Services | 24.0 | $13K | 0.00% | NEW | — | $560.04 | +2.0% |
| 797 | CIFR | CIPHER DIGITAL INC | Financial Services | 540.0 | $13K | 0.00% | NEW | — | $24.50 | -37.3% |
| 798 | CON | CONCENTRA GROUP HOLDINGS PAR | Healthcare | 443.0 | $13K | 0.00% | NEW | — | $29.75 | +17.6% |
| 799 | FICO | FAIR ISAAC CORP | Technology | 11.0 | $13K | 0.00% | NEW | — | $1194.82 | -2.4% |
| 800 | GPI | GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 45.0 | $13K | 0.00% | NEW | — | $291.18 | -10.9% |
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
40.6%
Financial Services
18.2%
Healthcare
9.6%
Consumer Cyclical
7.5%
Industrials
6.2%
Communication Services
4.5%
Consumer Defensive
4.3%
Real Estate
2.7%
Energy
2.7%
Utilities
2.2%