Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1741 | COLM | COLUMBIA SPORTSWEAR CO | Consumer Cyclical | 20.0 | $1K | — | NEW | — | $61.85 | -2.5% |
| 1742 | STLA | STELLANTIS N.V | Consumer Cyclical | 215.0 | $1K | — | NEW | — | $5.74 | -5.8% |
| 1743 | WSR | WHITESTONE REIT | Real Estate | 65.0 | $1K | — | NEW | — | $18.97 | +0.1% |
| 1744 | LOGI | LOGITECH INTL S A | Technology | 13.0 | $1K | — | NEW | — | $94.08 | +2.1% |
| 1745 | — | HAMILTON INSURANCE GROUP LTD | — | 36.0 | $1K | — | NEW | — | $33.94 | — |
| 1746 | FIVN | FIVE9 INC | Technology | 57.0 | $1K | — | NEW | — | $21.33 | +53.5% |
| 1747 | BMNR | BITMINE IMMERSION TECHS INC | Financial Services | 91.0 | $1K | — | NEW | — | $13.32 | +71.4% |
| 1748 | — | LIONSGATE STUDIOS CORP | — | 79.0 | $1K | — | NEW | — | $15.32 | — |
| 1749 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 46.0 | $1K | — | NEW | — | $26.24 | -4.4% |
| 1750 | CROX | CROCS INC | Consumer Cyclical | 10.0 | $1K | — | NEW | — | $120.70 | +1.2% |
| 1751 | MT | ARCELORMITTAL SA LUXEMBOURG | Basic Materials | 20.0 | $1K | — | NEW | — | $60.25 | +19.8% |
| 1752 | RL | RALPH LAUREN CORP | Consumer Cyclical | 3.0 | $1K | — | NEW | — | $401.67 | -7.2% |
| 1753 | CGAU | CENTERRA GOLD INC | Basic Materials | 75.0 | $1K | — | NEW | — | $15.87 | +49.7% |
| 1754 | UGP | ULTRAPAR PARTICIPACOES SA | Energy | 236.0 | $1K | — | NEW | — | $5.02 | +34.2% |
| 1755 | CART | MAPLEBEAR INC | Consumer Cyclical | 25.0 | $1K | — | NEW | — | $47.36 | +5.2% |
| 1756 | LASR | NLIGHT INC | Technology | 17.0 | $1K | — | NEW | — | $69.65 | -32.0% |
| 1757 | HNRG | HALLADOR ENERGY COMPANY | Energy | 68.0 | $1K | — | NEW | — | $17.40 | -11.6% |
| 1758 | HIMX | HIMAX TECHNOLOGIES INC | Technology | 77.0 | $1K | — | NEW | — | $15.35 | -10.2% |
| 1759 | NOMD | NOMAD FOODS LTD | Consumer Defensive | 107.0 | $1K | — | NEW | — | $10.95 | +7.8% |
| 1760 | TYL | TYLER TECHNOLOGIES INC | Technology | 4.0 | $1K | — | NEW | — | $292.50 | +19.9% |
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%