Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1761 | CHYM | CHIME FINL INC | Financial Services | 57.0 | $1K | — | NEW | — | $20.49 | +58.0% |
| 1762 | SB | SAFE BULKERS INC | Industrials | 184.0 | $1K | — | NEW | — | $6.32 | +36.5% |
| 1763 | — | REZOLVE AI PLC | — | 368.0 | $1K | — | NEW | — | $3.15 | — |
| 1764 | INTA | INTAPP INC | Technology | 46.0 | $1K | — | NEW | — | $25.22 | +62.6% |
| 1765 | TEM | TEMPUS AI INC | Healthcare | 20.0 | $1K | — | NEW | — | $57.95 | +22.2% |
| 1766 | NE | NOBLE CORP PLC | Energy | 31.0 | $1K | — | NEW | — | $37.32 | +25.6% |
| 1767 | ELAN | ELANCO ANIMAL HEALTH INC | Healthcare | 47.0 | $1K | — | NEW | — | $24.62 | -2.5% |
| 1768 | NBHC | NATIONAL BK HLDGS CORP | Financial Services | 26.0 | $1K | — | NEW | — | $44.46 | -6.5% |
| 1769 | — | HUDSON PACIFIC PROPERTIES IN | — | 76.0 | $1K | — | NEW | — | $15.20 | — |
| 1770 | WSFS | WSFS FINL CORP | Financial Services | 15.0 | $1K | — | NEW | — | $76.73 | +3.4% |
| 1771 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 14.0 | $1K | — | NEW | — | $82.21 | -3.7% |
| 1772 | PNR | PENTAIR PLC | Industrials | 15.0 | $1K | — | NEW | — | $76.67 | -15.2% |
| 1773 | AGYS | AGILYSYS INC | Technology | 11.0 | $1K | — | NEW | — | $104.55 | +10.1% |
| 1774 | INDV | INDIVIOR PHARMACEUTICALS INC | Healthcare | 28.0 | $1K | — | NEW | — | $41.04 | -7.9% |
| 1775 | ROG | ROGERS CORP | Technology | 7.0 | $1K | — | NEW | — | $163.86 | -23.8% |
| 1776 | LOB | LIVE OAK BANCSHARES INC | Financial Services | 28.0 | $1K | — | NEW | — | $40.86 | -1.0% |
| 1777 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 221.0 | $1K | — | NEW | — | $5.16 | +46.0% |
| 1778 | NRDY | NERDY INC | Technology | 1,244.0 | $1K | — | NEW | — | $0.92 | +972.1% |
| 1779 | ONB | OLD NATL BANCORP IND | Financial Services | 44.0 | $1K | — | NEW | — | $25.91 | -0.6% |
| 1780 | RGR | STURM RUGER & CO INC | Industrials | 30.0 | $1K | — | NEW | — | $37.87 | +1.6% |
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%