Holdings of Physician Wealth Advisors, Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 1,781 in 34 countries
- Top ten
- 52.7 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Funds 26.5 %
- Technology 6.1 %
- Financials 1.3 %
- Consumer discretionary 1.3 %
- Communication 1.0 %
- Industrials 1.0 %
- Health care 1.0 %
- Consumer staples 0.8 %
- Energy 0.3 %
- Utilities 0.3 %
- Real estate 0.1 %
- Materials 0.1 %
- Unattributed 60.1 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.7 %
- Taiwan 0.1 %
- United Kingdom 0.0 %
- Netherlands 0.0 %
- South Korea 0.0 %
- Spain 0.0 %
- Brazil 0.0 %
- Japan 0.0 %
- India 0.0 %
- Germany 0.0 %
- France 0.0 %
- Israel 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 1,670 | 650.8M $ | 99.70 % |
| 2 | Taiwan | 4 | 866.2K $ | 0.13 % |
| 3 | United Kingdom | 17 | 300.6K $ | 0.05 % |
| 4 | Netherlands | 5 | 228.6K $ | 0.04 % |
| 5 | South Korea | 9 | 71.6K $ | 0.01 % |
| 6 | Spain | 2 | 66K $ | 0.01 % |
| 7 | Brazil | 9 | 54.1K $ | 0.01 % |
| 8 | Japan | 6 | 53.8K $ | 0.01 % |
| 9 | India | 5 | 50.9K $ | 0.01 % |
| 10 | Germany | 2 | 36.7K $ | 0.01 % |
| 11 | France | 1 | 28.4K $ | 0.00 % |
| 12 | Israel | 2 | 28.2K $ | 0.00 % |
Cite this page
Titelia. "Holdings of Physician Wealth Advisors, Inc.". https://titelia.com/en/funds/US13F1795173