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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 | CNQ | CANADIAN NAT RES LTD MED TER | Energy | 125.0 | $5K | 0.00% | NEW | — | $39.50 | +30.1% |
| 1102 | BNTX | BIONTECH SE | Healthcare | 53.0 | $5K | 0.00% | NEW | — | $93.06 | +25.3% |
| 1103 | AMLX | AMYLYX PHARMACEUTICALS INC | Healthcare | 274.0 | $5K | 0.00% | NEW | — | $17.96 | +115.2% |
| 1104 | ZM | ZOOM COMMUNICATIONS INC | Technology | 57.0 | $5K | 0.00% | NEW | — | $86.32 | +24.5% |
| 1105 | FXF | INVESCO CURRENCYSHARES SWISS | Financial Services | 45.0 | $5K | 0.00% | NEW | — | $109.07 | +0.9% |
| 1106 | AFG | AMERICAN FINANCIAL GROUP INC | Financial Services | 35.0 | $5K | 0.00% | NEW | — | $139.94 | +2.7% |
| 1107 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 92.0 | $5K | 0.00% | NEW | — | $53.20 | +13.8% |
| 1108 | OLMA | OLEMA PHARMACEUTICALS INC | Healthcare | 391.0 | $5K | 0.00% | NEW | — | $12.51 | -14.6% |
| 1109 | OIS | OIL STS INTL INC | Energy | 610.0 | $5K | 0.00% | NEW | — | $8.01 | +8.0% |
| 1110 | NXT | NEXTPOWER INC | Technology | 41.0 | $5K | 0.00% | NEW | — | $119.15 | -27.7% |
| 1111 | LKFN | LAKELAND FINL CORP | Financial Services | 79.0 | $5K | 0.00% | NEW | — | $61.72 | -2.4% |
| 1112 | CF | CF INDUSTRIES HOLD | Basic Materials | 45.0 | $5K | 0.00% | NEW | — | $108.27 | +19.8% |
| 1113 | — | FTAI AVIATION LTD | — | 18.0 | $5K | 0.00% | NEW | — | $270.56 | — |
| 1114 | SNEX | STONEX GROUP INC | Financial Services | 41.0 | $5K | 0.00% | NEW | — | $118.51 | -42.2% |
| 1115 | — | BEONE MEDICINES LTD | — | 17.0 | $5K | 0.00% | NEW | — | $285.00 | — |
| 1116 | GRVY | GRAVITY CO LTD | Technology | 72.0 | $5K | 0.00% | NEW | — | $67.15 | +6.0% |
| 1117 | AIZ | ASSURANT INC | Financial Services | 18.0 | $5K | 0.00% | NEW | — | $268.56 | +5.8% |
| 1118 | GL | GLOBE LIFE INC | Financial Services | 27.0 | $5K | 0.00% | NEW | — | $178.70 | -4.3% |
| 1119 | SUNB | SUNBELT RENTALS HOLDINGS INC | Financial Services | 64.0 | $5K | 0.00% | NEW | — | $74.81 | +2.8% |
| 1120 | BYD | BOYD GAMING CORP | Consumer Cyclical | 54.0 | $5K | 0.00% | NEW | — | $88.33 | -8.6% |
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%