Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1481 | PVH | PVH CORPORATION | Consumer Cyclical | 29.0 | $2K | — | NEW | — | $74.28 | +5.4% |
| 1482 | FSLR | FIRST SOLAR INC | Energy | 9.0 | $2K | — | NEW | — | $236.00 | -10.6% |
| 1483 | DDS | DILLARDS INC | Consumer Cyclical | 4.0 | $2K | — | NEW | — | $528.50 | +21.1% |
| 1484 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 8.0 | $2K | — | NEW | — | $263.38 | +37.8% |
| 1485 | EDIT | EDITAS MEDICINE INC | Healthcare | 649.0 | $2K | — | NEW | — | $3.24 | -5.9% |
| 1486 | TKC | TURKCELL ILETISIM | Communication Services | 357.0 | $2K | — | NEW | — | $5.88 | -8.3% |
| 1487 | DAC | DANAOS CORPORATION | Industrials | 17.0 | $2K | — | NEW | — | $122.41 | +22.9% |
| 1488 | BMRC | BANK OF MARIN BANCORP | Financial Services | 75.0 | $2K | — | NEW | — | $27.71 | -0.0% |
| 1489 | INSW | INTERNATIONAL SEAWAYS INC | Energy | 27.0 | $2K | — | NEW | — | $76.59 | +30.3% |
| 1490 | GSBD | GOLDMAN SACHS BDC INC | Financial Services | 218.0 | $2K | — | NEW | — | $9.48 | +4.2% |
| 1491 | ELS | EQUITY LIFESTYLE PROPERTIES | Real Estate | 32.0 | $2K | — | NEW | — | $64.47 | +2.5% |
| 1492 | KRMN | KARMAN HLDGS INC | Industrials | 41.0 | $2K | — | NEW | — | $49.93 | +3.7% |
| 1493 | TTC | TORO CO | Industrials | 21.0 | $2K | — | NEW | — | $97.43 | +2.3% |
| 1494 | RXO | RXO INC | Industrials | 74.0 | $2K | — | NEW | — | $27.59 | -20.4% |
| 1495 | BLLN | BILLIONTOONE INC | Healthcare | 17.0 | $2K | — | NEW | — | $120.00 | -21.7% |
| 1496 | GNW | GENWORTH FINL INC | Financial Services | 215.0 | $2K | — | NEW | — | $9.47 | +5.3% |
| 1497 | — | SMURFIT WESTROCK PLC | — | 44.0 | $2K | — | NEW | — | $46.27 | — |
| 1498 | ALSN | ALLISON TRANSMISSION HLDGS I | Consumer Cyclical | 18.0 | $2K | — | NEW | — | $112.78 | +16.8% |
| 1499 | BCPC | BALCHEM CORP | Basic Materials | 12.0 | $2K | — | NEW | — | $169.00 | +7.5% |
| 1500 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 72.0 | $2K | — | NEW | — | $28.11 | +15.4% |
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%