Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 | SLP | SIMULATIONS PLUS INC | Healthcare | 88.0 | $2K | — | NEW | — | $18.32 | +0.4% |
| 1602 | TKO | TKO GROUP HOLDINGS INC | Communication Services | 8.0 | $2K | — | NEW | — | $201.38 | -4.1% |
| 1603 | RES | RPC INC | Energy | 276.0 | $2K | — | NEW | — | $5.83 | +9.2% |
| 1604 | CNR | CORE NATURAL RESOURCES INC | Energy | 20.0 | $2K | — | NEW | — | $80.05 | +18.8% |
| 1605 | INSM | INSMED INC | Healthcare | 15.0 | $2K | — | NEW | — | $106.67 | +17.9% |
| 1606 | FR | FIRST INDL RLTY TR INC | Real Estate | 26.0 | $2K | — | NEW | — | $61.35 | +2.6% |
| 1607 | DSGX | DESCARTES SYS GROUP INC | Technology | 23.0 | $2K | — | NEW | — | $69.26 | +12.9% |
| 1608 | CRC | CALIFORNIA RES CORP | Energy | 30.0 | $2K | — | NEW | — | $52.90 | +0.6% |
| 1609 | THRY | THRYV HLDGS INC | Communication Services | 402.0 | $2K | — | NEW | — | $3.94 | -47.2% |
| 1610 | SAIL | SAILPOINT INC | Technology | 108.0 | $2K | — | NEW | — | $14.65 | +27.3% |
| 1611 | AOS | SMITH A O CORP | Industrials | 25.0 | $2K | — | NEW | — | $62.72 | +0.6% |
| 1612 | UEC | URANIUM ENERGY CORP | Energy | 147.0 | $2K | — | NEW | — | $10.67 | +19.6% |
| 1613 | PBR | PETROLEO BRASILEIRO S A | Energy | 97.0 | $2K | — | NEW | — | $16.16 | +18.5% |
| 1614 | WRLD | WORLD ACCEP CORPORATION | Financial Services | 7.0 | $2K | — | NEW | — | $223.86 | -15.9% |
| 1615 | UGI | UGI CORP NEW | Utilities | 45.0 | $2K | — | NEW | — | $34.56 | +8.8% |
| 1616 | HCM | HUTCHMED CHINA LTD | Healthcare | 144.0 | $2K | — | NEW | — | $10.76 | +17.3% |
| 1617 | PTCT | PTC THERAPEUTICS INC | Healthcare | 19.0 | $2K | — | NEW | — | $81.58 | -14.4% |
| 1618 | ALHC | ALIGNMENT HEALTHCARE INC | Healthcare | 65.0 | $2K | — | NEW | — | $23.82 | -44.7% |
| 1619 | — | SKILLSOFT CORP | — | 298.0 | $2K | — | NEW | — | $5.18 | — |
| 1620 | PACB | PACIFIC BIOSCIENCES CALIF IN | Healthcare | 917.0 | $2K | — | NEW | — | $1.68 | -19.7% |
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%