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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1561 | AMWL | AMERICAN WELL CORP | Healthcare | 189.0 | $2K | — | NEW | — | $9.12 | +30.5% |
| 1562 | MLI | MUELLER INDS INC | Industrials | 14.0 | $2K | — | NEW | — | $123.00 | -48.6% |
| 1563 | CPT | CAMDEN PPTY TR | Real Estate | 15.0 | $2K | — | NEW | — | $114.53 | -6.1% |
| 1564 | UMBF | UMB FINL CORP | Financial Services | 12.0 | $2K | — | NEW | — | $142.83 | +1.6% |
| 1565 | FRSH | FRESHWORKS INC | Technology | 169.0 | $2K | — | NEW | — | $10.12 | +28.2% |
| 1566 | MCRI | MONARCH CASINO & RESORT INC | Consumer Cyclical | 13.0 | $2K | — | NEW | — | $131.62 | -4.2% |
| 1567 | ZBIO | ZENAS BIOPHARMA INC | Healthcare | 67.0 | $2K | — | NEW | — | $25.39 | +27.2% |
| 1568 | TALO | TALOS ENERGY INC | Energy | 131.0 | $2K | — | NEW | — | $12.92 | +35.3% |
| 1569 | BBAI | BIGBEAR AI HLDGS INC | Technology | 461.0 | $2K | — | NEW | — | $3.67 | -12.3% |
| 1570 | — | INFINITY NAT RES INC | — | 133.0 | $2K | — | NEW | — | $12.71 | — |
| 1571 | HRL | HORMEL FOODS CORP | Consumer Defensive | 68.0 | $2K | — | NEW | — | $24.82 | -3.8% |
| 1572 | RBLX | ROBLOX CORP | Technology | 31.0 | $2K | — | NEW | — | $54.39 | -29.5% |
| 1573 | — | CNH INDL N V | — | 150.0 | $2K | — | NEW | — | $11.23 | — |
| 1574 | — | QIAGEN NV | — | 43.0 | $2K | — | NEW | — | $39.12 | — |
| 1575 | UMH | UMH PPTYS INC | Real Estate | 111.0 | $2K | — | NEW | — | $15.14 | +9.0% |
| 1576 | ERIE | ERIE INDTY CO | Financial Services | 7.0 | $2K | — | NEW | — | $239.86 | +10.4% |
| 1577 | FMS | FRESENIUS MEDICAL CARE AG | Healthcare | 74.0 | $2K | — | NEW | — | $22.62 | +3.6% |
| 1578 | — | PRAXIS PRECISION MEDICINES I | — | 5.0 | $2K | — | NEW | — | $334.80 | — |
| 1579 | REPL | REPLIMUNE GROUP INC | Healthcare | 151.0 | $2K | — | NEW | — | $11.07 | +33.4% |
| 1580 | RHP | RYMAN HOSPITALITY PPTYS INC | Real Estate | 13.0 | $2K | — | NEW | — | $128.62 | -0.1% |
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%