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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 1661 | — | SEADRILL LTD | — | 38.0 | $1K | — | NEW | — | $37.84 | — |
| 1662 | LX | LEXINFINTECH HLDGS LTD | Financial Services | 729.0 | $1K | — | NEW | — | $1.97 | -32.5% |
| 1663 | CHH | CHOICE HOTELS INTL INC | Consumer Cyclical | 13.0 | $1K | — | NEW | — | $110.31 | -0.6% |
| 1664 | SUZ | SUZANO S A | Basic Materials | 184.0 | $1K | — | NEW | — | $7.76 | +13.1% |
| 1665 | HAFC | HANMI FINL CORP | Financial Services | 44.0 | $1K | — | NEW | — | $32.41 | -4.0% |
| 1666 | OVV | OVINTIV INC | Energy | 27.0 | $1K | — | NEW | — | $52.67 | +26.9% |
| 1667 | FFBC | 1ST FINL BANCORP | Financial Services | 42.0 | $1K | — | NEW | — | $33.83 | -2.4% |
| 1668 | CTO | CTO RLTY GROWTH INC NEW | Real Estate | 66.0 | $1K | — | NEW | — | $21.52 | +1.3% |
| 1669 | TPG | TPG INC | Financial Services | 35.0 | $1K | — | NEW | — | $40.57 | +29.2% |
| 1670 | PFS | PROVIDENT FINL SVCS INC | Financial Services | 60.0 | $1K | — | NEW | — | $23.65 | +0.3% |
| 1671 | PEB | PEBBLEBROOK HOTEL TR | Real Estate | 73.0 | $1K | — | NEW | — | $19.41 | -4.8% |
| 1672 | AUPH | AURINIA PHARMACEUTICALS INC | Healthcare | 83.0 | $1K | — | NEW | — | $16.98 | -1.9% |
| 1673 | THRM | GENTHERM INC | Consumer Cyclical | 41.0 | $1K | — | NEW | — | $34.12 | +18.6% |
| 1674 | MOS | MOSAIC CO | Basic Materials | 66.0 | $1K | — | NEW | — | $21.20 | +15.2% |
| 1675 | — | RB GLOBAL INC | — | 12.0 | $1K | — | NEW | — | $116.50 | — |
| 1676 | BCH | BANCO DE CHILE | Financial Services | 35.0 | $1K | — | NEW | — | $39.77 | +6.1% |
| 1677 | — | JAMES HARDIE INDS PLC | — | 53.0 | $1K | — | NEW | — | $26.19 | — |
| 1678 | SRCE | 1ST SOURCE CORP | Financial Services | 17.0 | $1K | — | NEW | — | $81.59 | +5.2% |
| 1679 | AMPY | AMPLIFY ENERGY CORP NEW | Energy | 348.0 | $1K | — | NEW | — | $3.98 | +21.0% |
| 1680 | AVBC | AVIDIA BANCORP INC | Financial Services | 66.0 | $1K | — | NEW | — | $21.00 | +3.6% |
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%