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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | BRO | BROWN & BROWN INC | Financial Services | 391.0 | $25K | 0.00% | NEW | — | $64.15 | +13.8% |
| 602 | MUR | MURPHY OIL CORP | Energy | 769.0 | $25K | 0.00% | NEW | — | $32.56 | +15.8% |
| 603 | AMT | AMERICAN TOWER CORP | Real Estate | 153.0 | $25K | 0.00% | NEW | — | $163.58 | +7.8% |
| 604 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 156.0 | $25K | 0.00% | NEW | — | $160.42 | +11.1% |
| 605 | SBS | COMPANHIA DE SANEAMENTO BASI | Utilities | 4,268.0 | $25K | 0.00% | NEW | — | $5.78 | -20.4% |
| 606 | WSO | WATSCO INC | Industrials | 59.0 | $25K | 0.00% | NEW | — | $416.75 | -24.3% |
| 607 | IXG | ISHARES TR | — | 195.0 | $24K | 0.00% | NEW | — | $124.77 | +6.7% |
| 608 | FMX | FOMENTO ECONOMICO MEXICANO S | Consumer Defensive | 190.0 | $24K | 0.00% | NEW | — | $127.90 | -6.5% |
| 609 | BIIB | BIOGEN INC | Healthcare | 112.0 | $24K | 0.00% | NEW | — | $216.06 | +0.9% |
| 610 | KOD | KODIAK SCIENCES INC | Healthcare | 610.0 | $24K | 0.00% | NEW | — | $38.96 | +0.3% |
| 611 | WAB | WABTEC | Industrials | 88.0 | $24K | 0.00% | NEW | — | $269.93 | +8.7% |
| 612 | — | CHIPMOS TECHNOLOGIES INC | — | 369.0 | $24K | 0.00% | NEW | — | $64.25 | — |
| 613 | TCAF | T ROWE PRICE EXCHANGE-TRADED | — | 573.0 | $24K | 0.00% | NEW | — | $41.10 | +3.5% |
| 614 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 67.0 | $23K | 0.00% | NEW | — | $350.07 | -10.6% |
| 615 | TMUS | T-MOBILE US INC | Communication Services | 139.0 | $23K | 0.00% | NEW | — | $168.19 | +9.9% |
| 616 | TLT | ISHARES TR | — | 270.0 | $23K | 0.00% | NEW | — | $86.42 | -5.1% |
| 617 | ERAS | ERASCA INC | Healthcare | 1,265.0 | $23K | 0.00% | NEW | — | $18.32 | -2.9% |
| 618 | NUV | NUVEEN MUN VALUE FD INC | Financial Services | 2,505.0 | $23K | 0.00% | NEW | — | $9.22 | -2.6% |
| 619 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 95.0 | $23K | 0.00% | NEW | — | $242.67 | +24.1% |
| 620 | — | VANGUARD MALVERN FDS | — | 448.0 | $23K | 0.00% | NEW | — | $51.27 | — |
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%