Portfolio (Quarterly)
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Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 981 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 37.0 | $7K | 0.00% | NEW | — | $187.30 | +11.8% |
| 982 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 23.0 | $7K | 0.00% | NEW | — | $301.04 | -21.5% |
| 983 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 114.0 | $7K | 0.00% | NEW | — | $60.68 | +27.0% |
| 984 | THO | THOR INDS INC | Consumer Cyclical | 92.0 | $7K | 0.00% | NEW | — | $75.16 | +5.8% |
| 985 | BBY | BEST BUY INC | Consumer Cyclical | 91.0 | $7K | 0.00% | NEW | — | $75.89 | +13.2% |
| 986 | BWA | BORGWARNER INC | Consumer Cyclical | 104.0 | $7K | 0.00% | NEW | — | $66.40 | +2.1% |
| 987 | UNF | UNIFIRST CORP MASS | Industrials | 26.0 | $7K | 0.00% | NEW | — | $264.46 | +9.8% |
| 988 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 55.0 | $7K | 0.00% | NEW | — | $123.45 | -5.4% |
| 989 | TS | TENARIS S A | Energy | 122.0 | $7K | 0.00% | NEW | — | $55.49 | -5.1% |
| 990 | BALL | BALL CORP | Consumer Cyclical | 108.0 | $7K | 0.00% | NEW | — | $62.41 | +1.9% |
| 991 | ITT | ITT INC | Industrials | 34.0 | $7K | 0.00% | NEW | — | $197.76 | +5.2% |
| 992 | MBX | MBX BIOSCIENCES INC | Healthcare | 121.0 | $7K | 0.00% | NEW | — | $55.21 | +20.1% |
| 993 | EMXC | ISHARES INC | — | 65.0 | $7K | 0.00% | NEW | — | $101.82 | -3.9% |
| 994 | DB | DEUTSCHE BK AG | Financial Services | 196.0 | $7K | 0.00% | NEW | — | $33.76 | +12.0% |
| 995 | INVH | INVITATION HOMES INC | Real Estate | 219.0 | $7K | 0.00% | NEW | — | $30.21 | -0.3% |
| 996 | — | FIRST HAWAIIAN INC | — | 224.0 | $7K | 0.00% | NEW | — | $29.30 | — |
| 997 | AIQ | GLOBAL X FDS | — | 100.0 | $7K | 0.00% | NEW | — | $65.61 | -3.3% |
| 998 | DTCX | DATACENTREX INC | Technology | 3,668.0 | $7K | 0.00% | NEW | — | $1.78 | +47.2% |
| 999 | ICL | ICL GROUP LTD | Basic Materials | 1,307.0 | $7K | 0.00% | NEW | — | $4.98 | +16.5% |
| 1000 | EVR | EVERCORE INC | Financial Services | 19.0 | $6K | 0.00% | NEW | — | $341.47 | -14.5% |
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%