Portfolio (Quarterly)
Guide ↗
Physician Wealth Solutions Inc.
· CIK 0002007116| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,315.0 | $304K | 0.13% | NEW | — | $230.82 | +14.9% |
| 42 | NFLX | NETFLIX INC | Communication Services | 3,030.0 | $284K | 0.12% | NEW | — | $93.76 | -6.5% |
| 43 | DFSU | DIMENSIONAL ETF TRUST | — | 5,800.0 | $252K | 0.11% | NEW | — | $43.43 | +6.7% |
| 44 | DUHP | DIMENSIONAL ETF TRUST | — | 6,238.0 | $237K | 0.10% | NEW | — | $38.03 | +7.7% |
| 45 | AVES | AMERICAN CENTY ETF TR | — | 3,977.0 | $232K | 0.10% | NEW | — | $58.31 | +17.4% |
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
38.9%
Basic Materials
30.9%
Consumer Cyclical
15.6%
Communication Services
14.6%