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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1641 | TGTX | TG THERAPEUTICS INC | Healthcare | 27.0 | $1K | — | NEW | — | $54.96 | -1.3% |
| 1642 | BBWI | BATH & BODY WORKS INC | Consumer Cyclical | 64.0 | $1K | — | NEW | — | $23.14 | -15.9% |
| 1643 | CHGG | CHEGG INC | Consumer Defensive | 1,461.0 | $1K | — | NEW | — | $1.01 | -19.0% |
| 1644 | GLRE | GREENLIGHT CAP RE LTD | Financial Services | 91.0 | $1K | — | NEW | — | $16.19 | -5.5% |
| 1645 | ARWR | ARROWHEAD PHARMACEUTICALS IN | Healthcare | 18.0 | $1K | — | NEW | — | $81.56 | +6.8% |
| 1646 | SIG | SIGNET JEWELERS LIMITED | Consumer Cyclical | 17.0 | $1K | — | NEW | — | $86.24 | -5.6% |
| 1647 | REI | RING ENERGY INC | Energy | 1,356.0 | $1K | — | NEW | — | $1.08 | +37.0% |
| 1648 | SDGR | SCHRODINGER INC | Healthcare | 90.0 | $1K | — | NEW | — | $16.26 | +21.3% |
| 1649 | — | MAREX GROUP PLC | — | 24.0 | $1K | — | NEW | — | $60.96 | — |
| 1650 | AVY | AVERY DENNISON CORP | Industrials | 9.0 | $1K | — | NEW | — | $162.44 | +13.1% |
| 1651 | IVR | INVESCO MORTGAGE CAPITAL INC | Real Estate | 185.0 | $1K | — | NEW | — | $7.90 | -4.8% |
| 1652 | ACIW | ACI WORLDWIDE INC | Technology | 29.0 | $1K | — | NEW | — | $50.31 | +3.1% |
| 1653 | — | TECHNIPFMC PLC | — | 22.0 | $1K | — | NEW | — | $66.32 | — |
| 1654 | PCVX | VAXCYTE INC | Healthcare | 25.0 | $1K | — | NEW | — | $58.16 | +7.7% |
| 1655 | RDWR | RADWARE LTD | Technology | 47.0 | $1K | — | NEW | — | $30.87 | -9.8% |
| 1656 | WDS | WOODSIDE ENERGY GROUP LTD | Energy | 75.0 | $1K | — | NEW | — | $19.32 | +25.9% |
| 1657 | PENG | PENGUIN SOLUTIONS INC | Technology | 19.0 | $1K | — | NEW | — | $76.05 | -30.8% |
| 1658 | TDS | TELEPHONE & DATA SYS INC | Communication Services | 39.0 | $1K | — | NEW | — | $37.03 | -9.3% |
| 1659 | — | INTERNATIONAL BANCSHARES COR | — | 19.0 | $1K | — | NEW | — | $76.00 | — |
| 1660 | SAH | SONIC AUTOMOTIVE INC | Consumer Cyclical | 17.0 | $1K | — | NEW | — | $84.82 | -8.7% |
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%