Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 | PLMR | PALOMAR HLDGS INC | Financial Services | 20.0 | $3K | — | NEW | — | $126.40 | +2.9% |
| 1402 | WFRD | WEATHERFORD INTL PLC | Energy | 31.0 | $3K | — | NEW | — | $81.52 | +11.0% |
| 1403 | RMBS | RAMBUS INC DEL | Technology | 19.0 | $3K | — | NEW | — | $132.79 | -31.3% |
| 1404 | DFAT | DIMENSIONAL ETF TRUST | — | 36.0 | $3K | — | NEW | — | $69.92 | +2.5% |
| 1405 | TIMB | TIM S A | Communication Services | 117.0 | $3K | — | NEW | — | $21.43 | -16.7% |
| 1406 | WSBC | WESBANCO INC | Financial Services | 64.0 | $2K | — | NEW | — | $39.03 | +4.7% |
| 1407 | FFIV | F5 INC | Technology | 6.0 | $2K | — | NEW | — | $416.00 | -7.5% |
| 1408 | IBCP | INDEPENDENT BK CORP MICH | Financial Services | 69.0 | $2K | — | NEW | — | $36.07 | +2.9% |
| 1409 | NRG | NRG ENERGY INC | Utilities | 17.0 | $2K | — | NEW | — | $146.12 | -22.6% |
| 1410 | SSL | SASOL LTD | Basic Materials | 252.0 | $2K | — | NEW | — | $9.82 | +27.2% |
| 1411 | — | LEIDOS HOLDINGS INC | — | 24.0 | $2K | — | NEW | — | $103.00 | — |
| 1412 | AMSF | AMERISAFE INC | Financial Services | 73.0 | $2K | — | NEW | — | $33.84 | -23.1% |
| 1413 | XPO | XPO INC | Industrials | 12.0 | $2K | — | NEW | — | $205.33 | -3.7% |
| 1414 | SGMT | SAGIMET BIOSCIENCES INC | Healthcare | 317.0 | $2K | — | NEW | — | $7.73 | +32.6% |
| 1415 | OZK | BANK OZK LITTLE ROCK ARK | Financial Services | 47.0 | $2K | — | NEW | — | $52.11 | -5.2% |
| 1416 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 13.0 | $2K | — | NEW | — | $188.38 | -24.8% |
| 1417 | MRCY | MERCURY SYS INC | Industrials | 20.0 | $2K | — | NEW | — | $122.35 | -25.3% |
| 1418 | ESNT | ESSENT GROUP LTD | Financial Services | 38.0 | $2K | — | NEW | — | $64.29 | +5.9% |
| 1419 | ARCB | ARCBEST CORP | Industrials | 17.0 | $2K | — | NEW | — | $143.59 | -2.3% |
| 1420 | TLK | TELEKOMUNIKASI IND | Communication Services | 181.0 | $2K | — | NEW | — | $13.43 | +11.6% |
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%