Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1461 | VNO | VORNADO RLTY TR | Real Estate | 57.0 | $2K | — | NEW | — | $39.32 | -3.7% |
| 1462 | U | UNITY SOFTWARE INC | Technology | 78.0 | $2K | — | NEW | — | $28.59 | +64.1% |
| 1463 | EPC | EDGEWELL PERSONAL CARE CO | Consumer Defensive | 83.0 | $2K | — | NEW | — | $26.87 | +6.3% |
| 1464 | CAR | AVIS BUDGET GROUP INC | Industrials | 15.0 | $2K | — | NEW | — | $147.87 | -0.8% |
| 1465 | MTCH | MATCH GROUP INC NEW | Communication Services | 58.0 | $2K | — | NEW | — | $38.05 | +7.4% |
| 1466 | — | BROOKFIELD ASSET MANAGMT LTD | — | 49.0 | $2K | — | NEW | — | $44.86 | — |
| 1467 | EWBC | EAST WEST BANCORP INC | Financial Services | 17.0 | $2K | — | NEW | — | $129.12 | +0.7% |
| 1468 | RUN | SUNRUN INC | Energy | 163.0 | $2K | — | NEW | — | $13.38 | -31.5% |
| 1469 | ZIP | ZIPRECRUITER INC | Industrials | 581.0 | $2K | — | NEW | — | $3.75 | +12.3% |
| 1470 | SCHZ | SCHWAB STRATEGIC TR | — | 94.0 | $2K | — | NEW | — | $23.14 | -1.6% |
| 1471 | AVPT | AVEPOINT INC | Technology | 194.0 | $2K | — | NEW | — | $11.21 | +19.3% |
| 1472 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 195.0 | $2K | — | NEW | — | $11.15 | -8.4% |
| 1473 | EXPO | EXPONENT INC | Industrials | 37.0 | $2K | — | NEW | — | $58.78 | +19.4% |
| 1474 | GLOB | GLOBANT S A | Technology | 75.0 | $2K | — | NEW | — | $28.95 | +36.9% |
| 1475 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 4.0 | $2K | — | NEW | — | $542.00 | -5.3% |
| 1476 | OCFC | OCEANFIRST FINL CORP | Financial Services | 111.0 | $2K | — | NEW | — | $19.53 | -2.4% |
| 1477 | USAU | U S GOLD CORP | Basic Materials | 141.0 | $2K | — | NEW | — | $15.33 | +6.8% |
| 1478 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 73.0 | $2K | — | NEW | — | $29.55 | -2.9% |
| 1479 | MUSA | MURPHY USA INC | Consumer Cyclical | 4.0 | $2K | — | NEW | — | $539.00 | +5.7% |
| 1480 | AGCO | AGCO CORP | Industrials | 18.0 | $2K | — | NEW | — | $119.72 | -10.8% |
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%