Portfolio (Quarterly)
Guide ↗
Physician Wealth Advisors, Inc.
· CIK 0001795173| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1821 | — | HUT 8 CORP | — | 9.0 | $1K | — | NEW | — | $115.56 | — |
| 1822 | MIDD | MIDDLEBY CORP | Industrials | 6.0 | $1K | — | NEW | — | $172.17 | -32.9% |
| 1823 | — | RALLIANT CORP | — | 14.0 | $1K | — | NEW | — | $73.64 | — |
| 1824 | — | ETORO GROUP LTD | — | 26.0 | $1K | — | NEW | — | $39.50 | — |
| 1825 | BWX | SPDR SERIES TRUST | — | 47.0 | $1K | — | NEW | — | $21.68 | +1.3% |
| 1826 | ULS | UL SOLUTIONS INC | Industrials | 10.0 | $1K | — | NEW | — | $101.90 | -26.3% |
| 1827 | IQ | IQIYI INC | Communication Services | 979.0 | $1K | — | NEW | — | $1.04 | +1.8% |
| 1828 | OBE | OBSIDIAN ENERGY LTD | Energy | 125.0 | $1K | — | NEW | — | $8.14 | +46.9% |
| 1829 | MPT | MEDICAL PROPERTIES TRUST INC | Financial Services | 219.0 | $1K | — | NEW | — | $4.62 | -10.8% |
| 1830 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 10.0 | $1K | — | NEW | — | $101.10 | +19.0% |
| 1831 | STIM | NEURONETICS INC | Healthcare | 775.0 | $1K | — | NEW | — | $1.30 | +130.7% |
| 1832 | — | PURSUIT ATTRACTIONS AND HOSP | — | 18.0 | $1K | — | NEW | — | $56.00 | — |
| 1833 | ULH | UNIVERSAL LOGISTICS HLDGS IN | Industrials | 68.0 | $1K | — | NEW | — | $14.81 | +29.2% |
| 1834 | HLX | HELIX ENERGY SOLUTIONS GRP I | Energy | 115.0 | $1K | — | NEW | — | $8.75 | +18.3% |
| 1835 | MGNI | MAGNITE INC | Communication Services | 53.0 | $1K | — | NEW | — | $18.98 | +23.8% |
| 1836 | OGS | ONE GAS INC | Utilities | 13.0 | $1K | — | NEW | — | $77.08 | +2.3% |
| 1837 | VSCO | VICTORIAS SECRET AND CO | Consumer Cyclical | 12.0 | $1K | — | NEW | — | $83.50 | +0.7% |
| 1838 | DNN | DENISON MINES CORP | Energy | 327.0 | $1K | — | NEW | — | $3.06 | +14.3% |
| 1839 | MYRG | MYR GROUP INC | Industrials | 2.0 | $1K | — | NEW | — | $500.50 | -37.9% |
| 1840 | ALKS | ALKERMES PLC | Healthcare | 19.0 | $996.0 | — | NEW | — | $52.42 | -7.8% |
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%