Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 441 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 520.0 | $48K | 0.01% | NEW | — | $91.68 | -0.7% |
| 442 | FNDF | SCHWAB STRATEGIC TR | — | 901.0 | $48K | 0.01% | NEW | — | $52.76 | +5.8% |
| 443 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 1,779.0 | $47K | 0.01% | NEW | — | $26.66 | +7.1% |
| 444 | VCR | VANGUARD WORLD FD | — | 119.0 | $47K | 0.01% | NEW | — | $398.07 | -0.2% |
| 445 | CPRT | COPART INC | Industrials | 1,676.0 | $47K | 0.01% | NEW | — | $28.19 | +19.9% |
| 446 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 122.0 | $47K | 0.01% | NEW | — | $386.74 | +3.6% |
| 447 | NET | CLOUDFLARE INC | Technology | 191.0 | $47K | 0.01% | NEW | — | $245.28 | +19.5% |
| 448 | CRWV | COREWEAVE INC | Technology | 469.0 | $47K | 0.01% | NEW | — | $99.55 | -11.8% |
| 449 | BP | BP PLC | Energy | 1,254.0 | $46K | 0.01% | NEW | — | $36.94 | +21.2% |
| 450 | VNQI | VANGUARD INTL EQUITY INDEX F | — | 1,030.0 | $46K | 0.01% | NEW | — | $44.87 | +1.9% |
| 451 | CTVA | CORTEVA INC | Basic Materials | 545.0 | $46K | 0.01% | NEW | — | $84.70 | -3.4% |
| 452 | AFL | AFLAC INC | Financial Services | 392.0 | $46K | 0.01% | NEW | — | $117.28 | -1.0% |
| 453 | RBC | RBC BEARINGS INC | Industrials | 71.0 | $46K | 0.01% | NEW | — | $644.07 | -21.5% |
| 454 | BFEB | INNOVATOR ETFS TRUST | — | 862.0 | $45K | 0.01% | NEW | — | $52.64 | +2.1% |
| 455 | MAGX | ROUNDHILL ETF TRUST | — | 887.0 | $45K | 0.01% | NEW | — | $51.15 | +6.8% |
| 456 | UBER | UBER TECHNOLOGIES INC | Technology | 626.0 | $45K | 0.01% | NEW | — | $72.16 | +9.2% |
| 457 | VDE | VANGUARD WORLD FD | — | 299.0 | $45K | 0.01% | NEW | — | $150.13 | +19.6% |
| 458 | MTB | M & T BK CORP | Financial Services | 186.0 | $44K | 0.01% | NEW | — | $238.01 | +1.0% |
| 459 | XLI | SELECT SECTOR SPDR TR | — | 238.0 | $44K | 0.01% | NEW | — | $185.03 | -2.6% |
| 460 | CMS | CMS ENERGY CORP | Utilities | 574.0 | $44K | 0.01% | NEW | — | $76.50 | -10.8% |
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%