Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2221 | KRNT | KORNIT DIGITAL LTD | Industrials | 25.0 | $407.0 | — | NEW | — | $16.28 | +3.5% |
| 2222 | ARHS | ARHAUS INC | Consumer Cyclical | 48.0 | $405.0 | — | NEW | — | $8.44 | +18.2% |
| 2223 | JKS | JINKOSOLAR HLDG CO LTD | Energy | 24.0 | $404.0 | — | NEW | — | $16.83 | +0.5% |
| 2224 | — | ADTRAN HOLDINGS INC | — | 29.0 | $404.0 | — | NEW | — | $13.93 | — |
| 2225 | — | ANTERIS TECHNOLOGIES GLOBAL | — | 41.0 | $404.0 | — | NEW | — | $9.85 | — |
| 2226 | — | PONY AI INC | — | 58.0 | $404.0 | — | NEW | — | $6.97 | — |
| 2227 | CERS | CERUS CORP | Healthcare | 138.0 | $403.0 | — | NEW | — | $2.92 | -3.0% |
| 2228 | PAYS | PAYSIGN INC | Technology | 49.0 | $402.0 | — | NEW | — | $8.20 | +67.7% |
| 2229 | — | AMERICAS GOLD AND SILVER COR | — | 85.0 | $402.0 | — | NEW | — | $4.73 | — |
| 2230 | — | STRATA CRITICAL MEDICAL INC | — | 76.0 | $401.0 | — | NEW | — | $5.28 | — |
| 2231 | JEF | JEFFERIES FINANCIAL GROUP IN | Financial Services | 8.0 | $400.0 | — | NEW | — | $50.00 | +8.6% |
| 2232 | IMAX | IMAX CORP | Communication Services | 10.0 | $399.0 | — | NEW | — | $39.90 | +34.2% |
| 2233 | TDUP | THREDUP INC | Consumer Cyclical | 58.0 | $398.0 | — | NEW | — | $6.86 | -58.8% |
| 2234 | SNAP | SNAP INC | Communication Services | 89.0 | $396.0 | — | NEW | — | $4.45 | +17.1% |
| 2235 | AIRS | AIRSCULPT TECHNOLOGIES INC | Healthcare | 88.0 | $396.0 | — | NEW | — | $4.50 | -41.7% |
| 2236 | BSAC | BANCO SANTANDER CHILE NEW | Financial Services | 12.0 | $396.0 | — | NEW | — | $33.00 | +6.2% |
| 2237 | KD | KYNDRYL HLDGS INC | Technology | 35.0 | $396.0 | — | NEW | — | $11.31 | +13.4% |
| 2238 | MCB | METROPOLITAN BK HLDG CORP | Financial Services | 4.0 | $396.0 | — | NEW | — | $99.00 | -7.3% |
| 2239 | AGI | ALAMOS GOLD INC | Basic Materials | 13.0 | $395.0 | — | NEW | — | $30.38 | +19.0% |
| 2240 | BHE | BENCHMARK ELECTRS INC | Technology | 4.0 | $395.0 | — | NEW | — | $98.75 | -25.4% |
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%