Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1721 | AVNW | AVIAT NETWORKS INC | Technology | 57.0 | $1K | — | NEW | — | $22.21 | -6.0% |
| 1722 | BHF | BRIGHTHOUSE FINL INC | Financial Services | 20.0 | $1K | — | NEW | — | $63.30 | -16.8% |
| 1723 | OR | OR ROYALTIES INC. | Basic Materials | 40.0 | $1K | — | NEW | — | $31.65 | +14.2% |
| 1724 | ABCB | AMERIS BANCORP | Financial Services | 14.0 | $1K | — | NEW | — | $90.29 | -4.4% |
| 1725 | NWS | NEWS CORP NEW | — | 45.0 | $1K | — | NEW | — | $28.07 | — |
| 1726 | VSAT | VIASAT INC | Technology | 14.0 | $1K | — | NEW | — | $89.86 | -15.7% |
| 1727 | — | T3 DEFENSE INC | — | 7,356.0 | $1K | — | NEW | — | $0.17 | — |
| 1728 | SF | STIFEL FINL CORP | Financial Services | 18.0 | $1K | — | NEW | — | $69.78 | +16.2% |
| 1729 | INDB | INDEPENDENT BK CORP MASS | Financial Services | 15.0 | $1K | — | NEW | — | $83.73 | -0.1% |
| 1730 | CYH | COMMUNITY HEALTH SYS INC NEW | Healthcare | 375.0 | $1K | — | NEW | — | $3.34 | -10.1% |
| 1731 | MTZ | MASTEC INC | Industrials | 3.0 | $1K | — | NEW | — | $416.33 | -35.8% |
| 1732 | IAC | PEOPLE INC | Technology | 27.0 | $1K | — | NEW | — | $46.19 | -0.1% |
| 1733 | UVE | UNIVERSAL INS HLDGS INC | Financial Services | 30.0 | $1K | — | NEW | — | $41.37 | +2.2% |
| 1734 | — | INSEEGO CORP | — | 120.0 | $1K | — | NEW | — | $10.33 | — |
| 1735 | AHCO | ADAPTHEALTH CORP | Healthcare | 119.0 | $1K | — | NEW | — | $10.42 | -46.8% |
| 1736 | AMAL | AMALGAMATED FINANCIAL CORP | Financial Services | 27.0 | $1K | — | NEW | — | $45.93 | +6.3% |
| 1737 | CTS | CTS CORP | Technology | 19.0 | $1K | — | NEW | — | $65.21 | -11.6% |
| 1738 | CHWY | CHEWY INC | Consumer Cyclical | 63.0 | $1K | — | NEW | — | $19.65 | +23.3% |
| 1739 | TNET | TRINET GROUP INC | Industrials | 25.0 | $1K | — | NEW | — | $49.52 | +39.7% |
| 1740 | GFS | GLOBALFOUNDRIES INC | Technology | 15.0 | $1K | — | NEW | — | $82.47 | -42.2% |
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%