Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1421 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 113.0 | $2K | — | NEW | — | $21.41 | -0.0% |
| 1422 | AMPL | AMPLITUDE INC | Technology | 314.0 | $2K | — | NEW | — | $7.65 | +73.7% |
| 1423 | PEGA | PEGASYSTEMS INC | Technology | 80.0 | $2K | — | NEW | — | $29.98 | +12.0% |
| 1424 | PEY | INVESCO EXCHANGE TRADED FD T | — | 103.0 | $2K | — | NEW | — | $23.25 | +8.3% |
| 1425 | EFX | EQUIFAX INC | Industrials | 15.0 | $2K | — | NEW | — | $158.73 | +21.3% |
| 1426 | NEU | NEWMARKET CORP | Basic Materials | 3.0 | $2K | — | NEW | — | $791.33 | +18.5% |
| 1427 | EQH | EQUITABLE HLDGS INC | Financial Services | 54.0 | $2K | — | NEW | — | $43.89 | +11.4% |
| 1428 | SQM | SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 32.0 | $2K | — | NEW | — | $74.06 | +10.7% |
| 1429 | LNT | ALLIANT ENERGY CORP | Utilities | 31.0 | $2K | — | NEW | — | $76.29 | -11.1% |
| 1430 | BRZE | BRAZE INC | Technology | 109.0 | $2K | — | NEW | — | $21.70 | +43.2% |
| 1431 | PRLB | PROTO LABS INC | Industrials | 29.0 | $2K | — | NEW | — | $81.52 | -2.3% |
| 1432 | IWR | ISHARES TR | — | 21.0 | $2K | — | NEW | — | $112.48 | +0.9% |
| 1433 | SYNA | SYNAPTICS INC | Technology | 19.0 | $2K | — | NEW | — | $124.26 | -21.4% |
| 1434 | DOCN | DIGITALOCEAN HLDGS INC | Technology | 15.0 | $2K | — | NEW | — | $157.07 | -26.4% |
| 1435 | FIG | FIGMA INC | Technology | 130.0 | $2K | — | NEW | — | $18.09 | +49.8% |
| 1436 | TCOM | TRIP COM GROUP LTD | Consumer Cyclical | 59.0 | $2K | — | NEW | — | $39.85 | +15.7% |
| 1437 | PLNT | PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 45.0 | $2K | — | NEW | — | $52.18 | +3.9% |
| 1438 | SPOK | SPOK HLDGS INC | Healthcare | 229.0 | $2K | — | NEW | — | $10.24 | +0.7% |
| 1439 | PD | PAGERDUTY INC | Technology | 242.0 | $2K | — | NEW | — | $9.65 | +27.6% |
| 1440 | SATS | ECHOSTAR CORP | Technology | 23.0 | $2K | — | NEW | — | $101.52 | -14.3% |
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%