Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2321 | ANGI | ANGI INC | Communication Services | 14.0 | $84.0 | — | NEW | — | $6.00 | -25.8% |
| 2322 | PAM | PAMPA ENERGIA SA | Utilities | 1.0 | $83.0 | — | NEW | — | $83.00 | -4.0% |
| 2323 | COHU | COHU INC | Technology | 1.0 | $74.0 | — | NEW | — | $74.00 | -15.4% |
| 2324 | CMTL | COMTECH TELECOMMUNICATIONS C | Technology | 31.0 | $66.0 | — | NEW | — | $2.13 | -21.3% |
| 2325 | SUPV | GRUPO SUPERVIELLE S.A. | Financial Services | 5.0 | $49.0 | — | NEW | — | $9.80 | -18.6% |
| 2326 | — | NEXTTRIP INC | — | 20.0 | $43.0 | — | NEW | — | $2.15 | — |
| 2327 | — | TENAX THERAPEUTICS INC | — | 1.0 | $15.0 | — | NEW | — | $15.00 | — |
| 2328 | ASG | LIBERTY ALL-STAR GROWTH FD I | Financial Services | 3.0 | $15.0 | — | NEW | — | $5.00 | +9.4% |
| 2329 | ONL | ORION PROPERTIES INC | Real Estate | 2.0 | $6.0 | — | NEW | — | $3.00 | -5.3% |
| 2330 | PTON | PELOTON INTERACTIVE INC | Consumer Cyclical | 1.0 | $6.0 | — | NEW | — | $6.00 | -12.0% |
| 2331 | CVM | CEL-SCI CORP | Healthcare | 3.0 | $4.0 | — | NEW | — | $1.33 | +17.8% |
| 2332 | — | AIXCRYPTO HOLDINGS INC | — | 2.0 | $3.0 | — | NEW | — | $1.50 | — |
| 2333 | TAOP | TAOPING INC | Technology | 1.0 | $2.0 | — | NEW | — | $2.00 | -60.6% |
| 2334 | PYLD | PIMCO ETF TR | — | — | $1.0 | — | NEW | — | — | — |
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%