PHYSICIAN WEALTH ADVISORS, INC. Holdings

PHYSICIAN WEALTH ADVISORS, INC. is an investment fund managing more than 325.37M US dollars. The largest holdings include iShares Core S&P 500 ETF, SPDR Portfolio S&P 500 ETF and iShares ESG Aware MSCI USA ETF. In Q3 2022 the fund bought assets of total value of -6.18M US dollars and sold assets of total value of 12.87M US dollars.

$325.36M

portfolio value

-60.96%

quarter

-171.68%

1 year

-275.50%

3 years

PHYSICIAN WEALTH ADVISORS, INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q4 2019	18601000	80000
Q1 2020	17554000	40865000
Q2 2020	36517000	10523000
Q3 2020	9870000	8821000
Q4 2020	65824000	23948000
Q1 2021	16387000	3117000
Q2 2021	44902000	4404000
Q3 2021	25564000	10191000
Q4 2021	25137000	6845000
Q1 2022	32158000	36813000
Q2 2022	15558000	46518000
Q3 2022	-6184000	12870000

PHYSICIAN WEALTH ADVISORS, INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Core S&P 500 ETF Portfolio share: 17.48% Portfolio value: 56.88M Avg. open price: $408.11 Current price: $402.1 P/L: -1.47% Bought +0.47% shares Q3 2022	share	17.48%	56.88M	$408.11	$402.1	-1.47%	Bought +0.47% shares Q3 2022
SPDR Portfolio S&P 500 ETF Portfolio share: 8.83% Portfolio value: 28.73M Avg. open price: $52.23 Current price: $47.1 P/L: -9.82% Bought +2.73% shares Q3 2022	share	8.83%	28.73M	$52.23	$47.1	-9.82%	Bought +2.73% shares Q3 2022
iShares ESG Aware MSCI USA ETF Portfolio share: 7.03% Portfolio value: 22.88M Avg. open price: $89.69 Current price: $89.05 P/L: -0.71% Bought +2.60% shares Q3 2022	share	7.03%	22.88M	$89.69	$89.05	-0.71%	Bought +2.60% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 5.15% Portfolio value: 16.76M Avg. open price: $93.4 Current price: $88.86 P/L: -4.86% Bought +2.46% shares Q3 2022	share	5.15%	16.76M	$93.4	$88.86	-4.86%	Bought +2.46% shares Q3 2022
ISHARES TR Portfolio share: 3.60% Portfolio value: 11.72M Avg. open price: N/A Current price: N/A P/L: N/A Sold -12.36% shares Q3 2022	share	3.60%	11.72M	N/A	N/A	N/A	Sold -12.36% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 3.38% Portfolio value: 10.98M Avg. open price: $78.36 Current price: $146.67 P/L: +87.17% Sold -0.20% shares Q3 2022	share	3.38%	10.98M	$78.36	$146.67	+87.17%	Sold -0.20% shares Q3 2022
Dimensional International Core Equity Market ETF Portfolio share: 2.96% Portfolio value: 9.62M Avg. open price: $25.13 Current price: $25.67 P/L: +2.15% Bought +38.79% shares Q3 2022	share	2.96%	9.62M	$25.13	$25.67	+2.15%	Bought +38.79% shares Q3 2022
ISHARES TR Portfolio share: 2.42% Portfolio value: 7.86M Avg. open price: N/A Current price: N/A P/L: N/A Bought +3.20% shares Q3 2022	share	2.42%	7.86M	N/A	N/A	N/A	Bought +3.20% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 2.27% Portfolio value: 7.39M Avg. open price: $39.64 Current price: $51.42 P/L: +29.72% Bought +1.74% shares Q3 2022	share	2.27%	7.39M	$39.64	$51.42	+29.72%	Bought +1.74% shares Q3 2022
ISHARES TR Portfolio share: 2.23% Portfolio value: 7.24M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.29% shares Q3 2022	share	2.23%	7.24M	N/A	N/A	N/A	Bought +2.29% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 2.06% Portfolio value: 6.69M Avg. open price: $218 Current price: $250.84 P/L: +15.06% Bought +2.67% shares Q3 2022	share	2.06%	6.69M	$218	$250.84	+15.06%	Bought +2.67% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 2.04% Portfolio value: 6.62M Avg. open price: $63.53 Current price: $59.33 P/L: -6.62% Bought +28.16% shares Q3 2022	share	2.04%	6.62M	$63.53	$59.33	-6.62%	Bought +28.16% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 2.03% Portfolio value: 6.62M Avg. open price: $72.06 Current price: $99.38 P/L: +37.91% Sold -6.32% shares Q3 2022	share	2.03%	6.62M	$72.06	$99.38	+37.91%	Sold -6.32% shares Q3 2022
Dimensional US Core Equity Market ETF Portfolio share: 1.70% Portfolio value: 5.52M Avg. open price: $27.63 Current price: $28.8 P/L: +4.25% Bought +111.38% shares Q3 2022	share	1.70%	5.52M	$27.63	$28.8	+4.25%	Bought +111.38% shares Q3 2022
ISHARES INC Portfolio share: 1.45% Portfolio value: 4.72M Avg. open price: N/A Current price: N/A P/L: N/A Sold -5.30% shares Q3 2022	share	1.45%	4.72M	N/A	N/A	N/A	Sold -5.30% shares Q3 2022
Invesco S&P Emerging Markets Low Volatility ETF Portfolio share: 1.44% Portfolio value: 4.67M Avg. open price: $23.26 Current price: $23.02 P/L: -1.05% Bought +2.92% shares Q3 2022	share	1.44%	4.67M	$23.26	$23.02	-1.05%	Bought +2.92% shares Q3 2022
Health Information Services HealthEquity, Inc. Portfolio share: 1.36% Portfolio value: 4.44M Avg. open price: N/A Current price: $66.32 P/L: N/A Sold -0.24% shares Q2 2022	share	1.36%	4.44M	N/A	$66.32	N/A	Sold -0.24% shares Q2 2022
Dimensional Emerging Core Equity Market ETF Portfolio share: 1.29% Portfolio value: 4.20M Avg. open price: $24.16 Current price: $22.7 P/L: -6.05% Bought +32.34% shares Q3 2022	share	1.29%	4.20M	$24.16	$22.7	-6.05%	Bought +32.34% shares Q3 2022
Dimensional U.S. Core Equity 2 ETF Portfolio share: 1.26% Portfolio value: 4.09M Avg. open price: $27.58 Current price: $25.38 P/L: -7.98% Bought +0.19% shares Q3 2022	share	1.26%	4.09M	$27.58	$25.38	-7.98%	Bought +0.19% shares Q3 2022
ISHARES TR Portfolio share: 1.23% Portfolio value: 4.00M Avg. open price: N/A Current price: N/A P/L: N/A Sold -5.22% shares Q3 2022	share	1.23%	4.00M	N/A	N/A	N/A	Sold -5.22% shares Q3 2022
Fidelity MSCI Real Estate Index ETF Portfolio share: 1.20% Portfolio value: 3.91M Avg. open price: $26.71 Current price: $25.9 P/L: -3.02% Bought +17.09% shares Q3 2022	share	1.20%	3.91M	$26.71	$25.9	-3.02%	Bought +17.09% shares Q3 2022
Vanguard Mega Cap Index Fund Portfolio share: 1.16% Portfolio value: 3.78M Avg. open price: $145.31 Current price: $139.19 P/L: -4.21% Bought +3.41% shares Q3 2022	share	1.16%	3.78M	$145.31	$139.19	-4.21%	Bought +3.41% shares Q3 2022
ISHARES TR Portfolio share: 1.10% Portfolio value: 3.57M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.84% shares Q3 2022	share	1.10%	3.57M	N/A	N/A	N/A	Bought +0.84% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.09% Portfolio value: 3.53M Avg. open price: $233.52 Current price: $249.24 P/L: +6.73% Bought +0.30% shares Q2 2022	share	1.09%	3.53M	$233.52	$249.24	+6.73%	Bought +0.30% shares Q2 2022
Dimensional U.S. Small Cap ETF Portfolio share: 1.04% Portfolio value: 3.36M Avg. open price: $52.64 Current price: $53.39 P/L: +1.42% Bought +30.76% shares Q3 2022	share	1.04%	3.36M	$52.64	$53.39	+1.42%	Bought +30.76% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.80% Portfolio value: 2.58M Avg. open price: $54.97 Current price: $48.15 P/L: -12.41% Sold -21.27% shares Q3 2022	share	0.80%	2.58M	$54.97	$48.15	-12.41%	Sold -21.27% shares Q3 2022
Vanguard Real Estate Index Fund Portfolio share: 0.73% Portfolio value: 2.38M Avg. open price: $102.08 Current price: $86.14 P/L: -15.62% Bought +1.66% shares Q3 2022	share	0.73%	2.38M	$102.08	$86.14	-15.62%	Bought +1.66% shares Q3 2022
iShares Core High Dividend ETF Portfolio share: 0.72% Portfolio value: 2.35M Avg. open price: $100.43 Current price: $106.55 P/L: +6.09% Bought +1.12% shares Q3 2022	share	0.72%	2.35M	$100.43	$106.55	+6.09%	Bought +1.12% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 0.67% Portfolio value: 2.17M Avg. open price: $72.36 Current price: $77.75 P/L: +7.45% Bought +10.02% shares Q3 2022	share	0.67%	2.17M	$72.36	$77.75	+7.45%	Bought +10.02% shares Q3 2022
REIT—Industrial Extra Space Storage Inc. Portfolio share: 0.58% Portfolio value: 1.88M Avg. open price: $101.45 Current price: $155.67 P/L: +53.45% Sold -0.39% shares Q3 2022	share	0.58%	1.88M	$101.45	$155.67	+53.45%	Sold -0.39% shares Q3 2022
iShares S&P Small-Cap 600 Value ETF Portfolio share: 0.57% Portfolio value: 1.86M Avg. open price: $62.34 Current price: $95.63 P/L: +53.41% Sold -12.03% shares Q3 2022	share	0.57%	1.86M	$62.34	$95.63	+53.41%	Sold -12.03% shares Q3 2022
iShares 1-5 Year Investment Grade Corporate Bond ETF Portfolio share: 0.54% Portfolio value: 1.75M Avg. open price: $51.84 Current price: $49.93 P/L: -3.69% Bought +10.40% shares Q3 2022	share	0.54%	1.75M	$51.84	$49.93	-3.69%	Bought +10.40% shares Q3 2022
DIMENSIONAL ETF TRUST Portfolio share: 0.53% Portfolio value: 1.72M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.96% shares Q3 2022	share	0.53%	1.72M	N/A	N/A	N/A	Bought +0.96% shares Q3 2022
ISHARES TR Portfolio share: 0.52% Portfolio value: 1.67M Avg. open price: N/A Current price: N/A P/L: N/A Sold -2.50% shares Q3 2022	share	0.52%	1.67M	N/A	N/A	N/A	Sold -2.50% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.47% Portfolio value: 1.53M Avg. open price: $1,504.9 Current price: $91.36 P/L: -93.93% Bought +6.55% shares Q3 2022	share	0.47%	1.53M	$1,504.9	$91.36	-93.93%	Bought +6.55% shares Q3 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 0.46% Portfolio value: 1.48M Avg. open price: $60.63 Current price: $56.9 P/L: -6.16% Sold -2.84% shares Q3 2022	share	0.46%	1.48M	$60.63	$56.9	-6.16%	Sold -2.84% shares Q3 2022
iShares Micro-Cap ETF Portfolio share: 0.45% Portfolio value: 1.47M Avg. open price: $105.36 Current price: $111.56 P/L: +5.88% Sold -3.68% shares Q3 2022	share	0.45%	1.47M	$105.36	$111.56	+5.88%	Sold -3.68% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 0.43% Portfolio value: 1.39M Avg. open price: $139.49 Current price: $144.11 P/L: +3.31% Bought +5.76% shares Q3 2022	share	0.43%	1.39M	$139.49	$144.11	+3.31%	Bought +5.76% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 0.39% Portfolio value: 1.27M Avg. open price: N/A Current price: $211.38 P/L: N/A Sold -10.54% shares Q3 2020	share	0.39%	1.27M	N/A	$211.38	N/A	Sold -10.54% shares Q3 2020
iShares GSCI Commodity Dynamic Roll Strategy ETF Portfolio share: 0.38% Portfolio value: 1.23M Avg. open price: $32.04 Current price: $36.75 P/L: +14.70% Bought +1.57% shares Q3 2022	share	0.38%	1.23M	$32.04	$36.75	+14.70%	Bought +1.57% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.37% Portfolio value: 1.21M Avg. open price: $603.91 Current price: $182.96 P/L: -69.70% Bought +8.59% shares Q3 2022	share	0.37%	1.21M	$603.91	$182.96	-69.70%	Bought +8.59% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.37% Portfolio value: 1.20M Avg. open price: $113.77 Current price: $106.23 P/L: -6.62% Sold -5.99% shares Q3 2022	share	0.37%	1.20M	$113.77	$106.23	-6.62%	Sold -5.99% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.37% Portfolio value: 1.19M Avg. open price: $367.4 Current price: $368.04 P/L: +0.17% Bought +0.26% shares Q3 2022	share	0.37%	1.19M	$367.4	$368.04	+0.17%	Bought +0.26% shares Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 0.36% Portfolio value: 1.18M Avg. open price: $107.16 Current price: $104.31 P/L: -2.66% Sold -19.85% shares Q3 2022	share	0.36%	1.18M	$107.16	$104.31	-2.66%	Sold -19.85% shares Q3 2022
ISHARES TR Portfolio share: 0.35% Portfolio value: 1.14M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.01% shares Q3 2022	share	0.35%	1.14M	N/A	N/A	N/A	Bought +2.01% shares Q3 2022
iShares ESG Aware MSCI EM ETF Portfolio share: 0.34% Portfolio value: 1.10M Avg. open price: $36.02 Current price: $31.12 P/L: -13.61% Sold -0.24% shares Q3 2022	share	0.34%	1.10M	$36.02	$31.12	-13.61%	Sold -0.24% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.34% Portfolio value: 1.09M Avg. open price: $129.41 Current price: $183.6 P/L: +41.88% Bought +0.08% shares Q3 2022	share	0.34%	1.09M	$129.41	$183.6	+41.88%	Bought +0.08% shares Q3 2022
Vanguard Information Technology Index Fund Portfolio share: 0.34% Portfolio value: 1.09M Avg. open price: $270.65 Current price: $341.51 P/L: +26.18% Bought +2.35% shares Q3 2022	share	0.34%	1.09M	$270.65	$341.51	+26.18%	Bought +2.35% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.32% Portfolio value: 1.03M Avg. open price: N/A Current price: N/A P/L: N/A Bought +11.61% shares Q3 2022	share	0.32%	1.03M	N/A	N/A	N/A	Bought +11.61% shares Q3 2022
iShares U.S. Infrastructure ETF Portfolio share: 0.30% Portfolio value: 992K Avg. open price: $34.04 Current price: $37.38 P/L: +9.81% Bought +1.37% shares Q3 2022	share	0.30%	992K	$34.04	$37.38	+9.81%	Bought +1.37% shares Q3 2022
iShares 0-5 Year TIPS Bond ETF Portfolio share: 0.29% Portfolio value: 941K Avg. open price: $102.77 Current price: $97.71 P/L: -4.92% Bought +2.97% shares Q3 2022	share	0.29%	941K	$102.77	$97.71	-4.92%	Bought +2.97% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.27% Portfolio value: 881K Avg. open price: $56.84 Current price: $66.93 P/L: +17.75% Sold -0.11% shares Q3 2022	share	0.27%	881K	$56.84	$66.93	+17.75%	Sold -0.11% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.26% Portfolio value: 848K Avg. open price: $114.25 Current price: $98.56 P/L: -13.73% Sold -0.30% shares Q3 2022	share	0.26%	848K	$114.25	$98.56	-13.73%	Sold -0.30% shares Q3 2022
ISHARES TR Portfolio share: 0.26% Portfolio value: 847K Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.46% shares Q3 2022	share	0.26%	847K	N/A	N/A	N/A	Bought +2.46% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.25% Portfolio value: 803K Avg. open price: $372.02 Current price: $486.62 P/L: +30.80% Bought +0.60% shares Q3 2022	share	0.25%	803K	$372.02	$486.62	+30.80%	Bought +0.60% shares Q3 2022
VANGUARD WELLINGTON FD Portfolio share: 0.25% Portfolio value: 798K Avg. open price: N/A Current price: N/A P/L: N/A Bought +6.26% shares Q3 2022	share	0.25%	798K	N/A	N/A	N/A	Bought +6.26% shares Q3 2022
Conglomerates 3M Company Portfolio share: 0.24% Portfolio value: 779K Avg. open price: $158.64 Current price: $124.34 P/L: -21.62% Bought +0.52% shares Q2 2022	share	0.24%	779K	$158.64	$124.34	-21.62%	Bought +0.52% shares Q2 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.24% Portfolio value: 777K Avg. open price: $172.99 Current price: $165.37 P/L: -4.41% Sold -0.02% shares Q3 2022	share	0.24%	777K	$172.99	$165.37	-4.41%	Sold -0.02% shares Q3 2022
Vanguard Large Cap Index Fund Portfolio share: 0.23% Portfolio value: 740K Avg. open price: $134.63 Current price: $182.62 P/L: +35.65% Bought +0.02% shares Q3 2022	share	0.23%	740K	$134.63	$182.62	+35.65%	Bought +0.02% shares Q3 2022
Credit Services Mastercard Incorporated Portfolio share: 0.21% Portfolio value: 695K Avg. open price: $326.4 Current price: $355.74 P/L: +8.99% Bought +14.90% shares Q2 2022	share	0.21%	695K	$326.4	$355.74	+8.99%	Bought +14.90% shares Q2 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.21% Portfolio value: 693K Avg. open price: $2,781.17 Current price: $100 P/L: -96.40% Sold -94.49% shares Q3 2022	share	0.21%	693K	$2,781.17	$100	-96.40%	Sold -94.49% shares Q3 2022
PIMCO Active Bond Exchange-Traded Fund Portfolio share: 0.21% Portfolio value: 668K Avg. open price: $105.79 Current price: $91.56 P/L: -13.45% Bought +3.51% shares Q3 2022	share	0.21%	668K	$105.79	$91.56	-13.45%	Bought +3.51% shares Q3 2022
Scientific & Technical Instruments Teledyne Technologies Incorporated Portfolio share: 0.19% Portfolio value: 616K Avg. open price: $413.65 Current price: $422.9 P/L: +2.24% Bought +2.29% shares Q2 2021	share	0.19%	616K	$413.65	$422.9	+2.24%	Bought +2.29% shares Q2 2021
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.19% Portfolio value: 606K Avg. open price: $138.57 Current price: $178.53 P/L: +28.84% Sold -0.89% shares Q3 2022	share	0.19%	606K	$138.57	$178.53	+28.84%	Sold -0.89% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.18% Portfolio value: 601K Avg. open price: $216.65 Current price: $287.97 P/L: +32.92% Bought +0.80% shares Q3 2022	share	0.18%	601K	$216.65	$287.97	+32.92%	Bought +0.80% shares Q3 2022
REIT—Diversified W. P. Carey Inc. Portfolio share: 0.18% Portfolio value: 587K Avg. open price: $80.22 Current price: $79.73 P/L: -0.62% Bought +65.12% shares Q3 2022	share	0.18%	587K	$80.22	$79.73	-0.62%	Bought +65.12% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.17% Portfolio value: 539K Avg. open price: $2,792.39 Current price: $100.42 P/L: -96.40% Sold -95.00% shares Q3 2022	share	0.17%	539K	$2,792.39	$100.42	-96.40%	Sold -95.00% shares Q3 2022
Software—Application ServiceNow, Inc. Portfolio share: 0.16% Portfolio value: 520K Avg. open price: $654.54 Current price: $390.58 P/L: -40.33% Bought +9.57% shares Q1 2022	share	0.16%	520K	$654.54	$390.58	-40.33%	Bought +9.57% shares Q1 2022
Banks—Regional Zions Bancorporation, National Association Portfolio share: 0.16% Portfolio value: 515K Avg. open price: $40.53 Current price: $48.59 P/L: +19.90% Bought +0.06% shares Q3 2022	share	0.16%	515K	$40.53	$48.59	+19.90%	Bought +0.06% shares Q3 2022
Schwab U.S. Large-Cap ETF Portfolio share: 0.16% Portfolio value: 511K Avg. open price: $49.71 Current price: $47.31 P/L: -4.82% Bought +1.52% shares Q3 2022	share	0.16%	511K	$49.71	$47.31	-4.82%	Bought +1.52% shares Q3 2022
Chemicals Huntsman Corporation Portfolio share: 0.15% Portfolio value: 492K Avg. open price: $27.39 Current price: $28.4 P/L: +3.66% Bought +0.18% shares Q3 2022	share	0.15%	492K	$27.39	$28.4	+3.66%	Bought +0.18% shares Q3 2022
ISHARES TR Portfolio share: 0.15% Portfolio value: 482K Avg. open price: N/A Current price: N/A P/L: N/A Bought +29.16% shares Q3 2022	share	0.15%	482K	N/A	N/A	N/A	Bought +29.16% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.14% Portfolio value: 471K Avg. open price: $128.55 Current price: $151.53 P/L: +17.87% Bought +0.06% shares Q3 2022	share	0.14%	471K	$128.55	$151.53	+17.87%	Bought +0.06% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.14% Portfolio value: 470K Avg. open price: $380.39 Current price: $400.38 P/L: +5.26% Bought +2.38% shares Q3 2022	share	0.14%	470K	$380.39	$400.38	+5.26%	Bought +2.38% shares Q3 2022
Vanguard Total Bond Market Index Fund Portfolio share: 0.14% Portfolio value: 455K Avg. open price: $82.7 Current price: $72.95 P/L: -11.79% Sold -12.81% shares Q3 2022	share	0.14%	455K	$82.7	$72.95	-11.79%	Sold -12.81% shares Q3 2022
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 0.14% Portfolio value: 452K Avg. open price: $46.78 Current price: $39.13 P/L: -16.35% Bought +0.58% shares Q3 2022	share	0.14%	452K	$46.78	$39.13	-16.35%	Bought +0.58% shares Q3 2022
iShares U.S. Medical Devices ETF Portfolio share: 0.14% Portfolio value: 451K Avg. open price: $51.63 Current price: $52.91 P/L: +2.48% Sold -8.06% shares Q3 2022	share	0.14%	451K	$51.63	$52.91	+2.48%	Sold -8.06% shares Q3 2022
iShares Core MSCI International Developed Markets ETF Portfolio share: 0.14% Portfolio value: 449K Avg. open price: $67.51 Current price: $57.23 P/L: -15.22% Sold -1.24% shares Q3 2022	share	0.14%	449K	$67.51	$57.23	-15.22%	Sold -1.24% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.14% Portfolio value: 444K Avg. open price: $115.93 Current price: $177.54 P/L: +53.14% Bought +0.07% shares Q3 2022	share	0.14%	444K	$115.93	$177.54	+53.14%	Bought +0.07% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.14% Portfolio value: 442K Avg. open price: $189.23 Current price: $122.23 P/L: -35.41% Bought +7.40% shares Q3 2022	share	0.14%	442K	$189.23	$122.23	-35.41%	Bought +7.40% shares Q3 2022
Vanguard Tax-Exempt Bond Index Fund Portfolio share: 0.14% Portfolio value: 442K Avg. open price: $49.92 Current price: $49.85 P/L: -0.14% Bought +7.58% shares Q3 2022	share	0.14%	442K	$49.92	$49.85	-0.14%	Bought +7.58% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.13% Portfolio value: 437K Avg. open price: $192.6 Current price: $214.54 P/L: +11.39% Sold -8.59% shares Q3 2022	share	0.13%	437K	$192.6	$214.54	+11.39%	Sold -8.59% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.13% Portfolio value: 435K Avg. open price: $35.77 Current price: $50.56 P/L: +41.33% Bought +1.02% shares Q3 2022	share	0.13%	435K	$35.77	$50.56	+41.33%	Bought +1.02% shares Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 0.13% Portfolio value: 413K Avg. open price: $48.02 Current price: $88.28 P/L: +83.82% Sold -8.29% shares Q3 2022	share	0.13%	413K	$48.02	$88.28	+83.82%	Sold -8.29% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 0.13% Portfolio value: 412K Avg. open price: $76.4 Current price: $42.44 P/L: -44.45% Bought +8.78% shares Q3 2022	share	0.13%	412K	$76.4	$42.44	-44.45%	Bought +8.78% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.12% Portfolio value: 399K Avg. open price: $148.32 Current price: $96.78 P/L: -34.75% Bought +4.99% shares Q3 2022	share	0.12%	399K	$148.32	$96.78	-34.75%	Bought +4.99% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.12% Portfolio value: 385K Avg. open price: $81.31 Current price: $109.93 P/L: +35.19% Bought +0.21% shares Q2 2022	share	0.12%	385K	$81.31	$109.93	+35.19%	Bought +0.21% shares Q2 2022
Restaurants McDonald's Corporation Portfolio share: 0.12% Portfolio value: 383K Avg. open price: $208.3 Current price: $271.83 P/L: +30.50% Sold -0.56% shares Q3 2022	share	0.12%	383K	$208.3	$271.83	+30.50%	Sold -0.56% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.12% Portfolio value: 379K Avg. open price: $145.79 Current price: $149.38 P/L: +2.46% Sold -0.88% shares Q3 2022	share	0.12%	379K	$145.79	$149.38	+2.46%	Sold -0.88% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.12% Portfolio value: 377K Avg. open price: $139.67 Current price: $166.83 P/L: +19.45% Sold -1.18% shares Q3 2022	share	0.12%	377K	$139.67	$166.83	+19.45%	Sold -1.18% shares Q3 2022
iShares ESG Advanced MSCI USA ETF Portfolio share: 0.11% Portfolio value: 372K Avg. open price: N/A Current price: $31.93 P/L: N/A Sold -1.12% shares Q3 2022	share	0.11%	372K	N/A	$31.93	N/A	Sold -1.12% shares Q3 2022
iShares ESG Advanced Total USD Bond Market ETF Portfolio share: 0.11% Portfolio value: 372K Avg. open price: $48.71 Current price: $42.8 P/L: -12.14% Sold -1.67% shares Q3 2022	share	0.11%	372K	$48.71	$42.8	-12.14%	Sold -1.67% shares Q3 2022
Integrated Freight & Logistics Expeditors International of Washington, Inc. Portfolio share: 0.11% Portfolio value: 363K Avg. open price: N/A Current price: $112 P/L: N/A Sold -14.61% shares Q3 2022	share	0.11%	363K	N/A	$112	N/A	Sold -14.61% shares Q3 2022
Scientific & Technical Instruments Trimble Inc. Portfolio share: 0.11% Portfolio value: 354K Avg. open price: $48.7 Current price: $60.1 P/L: +23.41% Bought +2.30% shares Q4 2020	share	0.11%	354K	$48.7	$60.1	+23.41%	Bought +2.30% shares Q4 2020
iShares Broad USD Investment Grade Corporate Bond ETF Portfolio share: 0.11% Portfolio value: 349K Avg. open price: $60.12 Current price: $50.04 P/L: -16.77% Sold -1.71% shares Q3 2022	share	0.11%	349K	$60.12	$50.04	-16.77%	Sold -1.71% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.11% Portfolio value: 343K Avg. open price: $42.75 Current price: $43.16 P/L: +0.96% Sold -6.95% shares Q3 2022	share	0.11%	343K	$42.75	$43.16	+0.96%	Sold -6.95% shares Q3 2022
Fidelity Total Bond ETF Portfolio share: 0.10% Portfolio value: 334K Avg. open price: N/A Current price: $45.73 P/L: N/A N/A Q3 2022	share	0.10%	334K	N/A	$45.73	N/A	N/A Q3 2022
Schwab U.S. Large-Cap Value ETF Portfolio share: 0.10% Portfolio value: 332K Avg. open price: $50.29 Current price: $68.24 P/L: +35.69% Bought +0.15% shares Q2 2022	share	0.10%	332K	$50.29	$68.24	+35.69%	Bought +0.15% shares Q2 2022
Oil & Gas E&P ConocoPhillips Portfolio share: 0.10% Portfolio value: 331K Avg. open price: $89.81 Current price: $120.78 P/L: +34.48% Bought +0.04% shares Q3 2022	share	0.10%	331K	$89.81	$120.78	+34.48%	Bought +0.04% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.10% Portfolio value: 327K Avg. open price: $145.61 Current price: $156.43 P/L: +7.43% Bought +59.46% shares Q3 2022	share	0.10%	327K	$145.61	$156.43	+7.43%	Bought +59.46% shares Q3 2022
Banks—Regional Pinnacle Financial Partners, Inc. Portfolio share: 0.10% Portfolio value: 327K Avg. open price: $95.5 Current price: $77.44 P/L: -18.91% Bought +33.26% shares Q1 2022	share	0.10%	327K	$95.5	$77.44	-18.91%	Bought +33.26% shares Q1 2022
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Portfolio share: 0.10% Portfolio value: 327K Avg. open price: $38.41 Current price: $27.65 P/L: -28.03% Sold -14.15% shares Q3 2022	share	0.10%	327K	$38.41	$27.65	-28.03%	Sold -14.15% shares Q3 2022
Asset Management Nuveen AMT-Free Municipal Credit Income Fund Portfolio share: 0.10% Portfolio value: 318K Avg. open price: N/A Current price: $12.54 P/L: N/A Sold -0.98% shares Q1 2020	share	0.10%	318K	N/A	$12.54	N/A	Sold -0.98% shares Q1 2020
Credit Services PayPal Holdings, Inc. Portfolio share: 0.10% Portfolio value: 311K Avg. open price: $185.58 Current price: $73.57 P/L: -60.36% Sold -10.54% shares Q3 2022	share	0.10%	311K	$185.58	$73.57	-60.36%	Sold -10.54% shares Q3 2022
iShares Global Tech ETF Portfolio share: 0.10% Portfolio value: 309K Avg. open price: $39 Current price: $48.28 P/L: +23.77% Sold -2.06% shares Q3 2022	share	0.10%	309K	$39	$48.28	+23.77%	Sold -2.06% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.09% Portfolio value: 304K Avg. open price: $60.42 Current price: $47.29 P/L: -21.73% Bought +0.88% shares Q2 2022	share	0.09%	304K	$60.42	$47.29	-21.73%	Bought +0.88% shares Q2 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.09% Portfolio value: 297K Avg. open price: N/A Current price: $372.19 P/L: N/A N/A Q2 2021	share	0.09%	297K	N/A	$372.19	N/A	N/A Q2 2021
Dimensional US Small Cap Value ETF Portfolio share: 0.09% Portfolio value: 296K Avg. open price: N/A Current price: $26.46 P/L: N/A N/A Q3 2022	share	0.09%	296K	N/A	$26.46	N/A	N/A Q3 2022
Banks—Diversified Wells Fargo & Company Portfolio share: 0.09% Portfolio value: 294K Avg. open price: $48.46 Current price: $44.39 P/L: -8.41% Sold -1.45% shares Q3 2022	share	0.09%	294K	$48.46	$44.39	-8.41%	Sold -1.45% shares Q3 2022
iShares ESG Aware MSCI EAFE ETF Portfolio share: 0.09% Portfolio value: 293K Avg. open price: $73.73 Current price: $67.08 P/L: -9.02% Sold -1.27% shares Q3 2022	share	0.09%	293K	$73.73	$67.08	-9.02%	Sold -1.27% shares Q3 2022
Asset Management Nuveen Preferred and Income Term Fund Portfolio share: 0.09% Portfolio value: 289K Avg. open price: N/A Current price: $19.08 P/L: N/A Sold -36.58% shares Q2 2022	share	0.09%	289K	N/A	$19.08	N/A	Sold -36.58% shares Q2 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.09% Portfolio value: 286K Avg. open price: $338.62 Current price: $321.44 P/L: -5.07% Bought +0.20% shares Q3 2022	share	0.09%	286K	$338.62	$321.44	-5.07%	Bought +0.20% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.09% Portfolio value: 281K Avg. open price: N/A Current price: $556.63 P/L: N/A Sold -4.64% shares Q2 2022	share	0.09%	281K	N/A	$556.63	N/A	Sold -4.64% shares Q2 2022
Semiconductor Equipment & Materials Applied Materials, Inc. Portfolio share: 0.08% Portfolio value: 276K Avg. open price: N/A Current price: $106.3 P/L: N/A Sold -52.32% shares Q2 2022	share	0.08%	276K	N/A	$106.3	N/A	Sold -52.32% shares Q2 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.08% Portfolio value: 276K Avg. open price: $45.9 Current price: $40.32 P/L: -12.17% Bought +2.41% shares Q3 2022	share	0.08%	276K	$45.9	$40.32	-12.17%	Bought +2.41% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 0.08% Portfolio value: 274K Avg. open price: $129.86 Current price: $123.81 P/L: -4.66% Bought +2.43% shares Q3 2022	share	0.08%	274K	$129.86	$123.81	-4.66%	Bought +2.43% shares Q3 2022
Utilities—Regulated Electric Ameren Corporation Portfolio share: 0.08% Portfolio value: 273K Avg. open price: N/A Current price: $87.16 P/L: N/A N/A Q3 2019	share	0.08%	273K	N/A	$87.16	N/A	N/A Q3 2019
Asset Management Cohen & Steers Select Preferred and Income Fund, Inc. Portfolio share: 0.08% Portfolio value: 271K Avg. open price: N/A Current price: $20.07 P/L: N/A Sold -39.46% shares Q2 2022	share	0.08%	271K	N/A	$20.07	N/A	Sold -39.46% shares Q2 2022
Asset Management PCM Fund Inc. Portfolio share: 0.08% Portfolio value: 265K Avg. open price: N/A Current price: $8.86 P/L: N/A Sold -6.29% shares Q2 2022	share	0.08%	265K	N/A	$8.86	N/A	Sold -6.29% shares Q2 2022
Schwab Emerging Markets Equity ETF Portfolio share: 0.08% Portfolio value: 259K Avg. open price: $28.27 Current price: $24.72 P/L: -12.56% Bought +1.37% shares Q3 2022	share	0.08%	259K	$28.27	$24.72	-12.56%	Bought +1.37% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 0.08% Portfolio value: 258K Avg. open price: $121.37 Current price: $149.51 P/L: +23.19% Bought +15.66% shares Q3 2022	share	0.08%	258K	$121.37	$149.51	+23.19%	Bought +15.66% shares Q3 2022
Technology Select Sector SPDR Fund Portfolio share: 0.08% Portfolio value: 253K Avg. open price: $155.55 Current price: $133.09 P/L: -14.44% Bought +0.20% shares Q3 2022	share	0.08%	253K	$155.55	$133.09	-14.44%	Bought +0.20% shares Q3 2022
Restaurants Starbucks Corporation Portfolio share: 0.08% Portfolio value: 252K Avg. open price: $65.57 Current price: $103.48 P/L: +57.81% Bought +0.04% shares Q3 2022	share	0.08%	252K	$65.57	$103.48	+57.81%	Bought +0.04% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.08% Portfolio value: 251K Avg. open price: $51.69 Current price: $29.11 P/L: -43.70% Sold -15.33% shares Q3 2022	share	0.08%	251K	$51.69	$29.11	-43.70%	Sold -15.33% shares Q3 2022
Utilities—Regulated Electric Dominion Energy, Inc. Portfolio share: 0.08% Portfolio value: 246K Avg. open price: $75.14 Current price: $59.01 P/L: -21.47% Bought +0.03% shares Q3 2022	share	0.08%	246K	$75.14	$59.01	-21.47%	Bought +0.03% shares Q3 2022
Utilities—Diversified NorthWestern Corporation Portfolio share: 0.07% Portfolio value: 240K Avg. open price: N/A Current price: $57.54 P/L: N/A Sold -13.51% shares Q2 2022	share	0.07%	240K	N/A	$57.54	N/A	Sold -13.51% shares Q2 2022
Asset Management Sprott Physical Gold Trust Portfolio share: 0.07% Portfolio value: 239K Avg. open price: $14.18 Current price: $13.65 P/L: -3.77% Bought +26.88% shares Q3 2022	share	0.07%	239K	$14.18	$13.65	-3.77%	Bought +26.88% shares Q3 2022
REIT—Industrial Public Storage Portfolio share: 0.07% Portfolio value: 239K Avg. open price: N/A Current price: $290.48 P/L: N/A N/A Q3 2021	share	0.07%	239K	N/A	$290.48	N/A	N/A Q3 2021
Apparel Retail Lululemon Athletica Inc. Portfolio share: 0.07% Portfolio value: 239K Avg. open price: $371.64 Current price: $380.37 P/L: +2.35% Sold -19.94% shares Q3 2022	share	0.07%	239K	$371.64	$380.37	+2.35%	Sold -19.94% shares Q3 2022
Closed-End Fund - Equity iShares U.S. Real Estate ETF Portfolio share: 0.07% Portfolio value: 230K Avg. open price: $89.92 Current price: $87.32 P/L: -2.90% Bought +0.43% shares Q3 2022	share	0.07%	230K	$89.92	$87.32	-2.90%	Bought +0.43% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 0.07% Portfolio value: 230K Avg. open price: $177.16 Current price: $213.25 P/L: +20.37% Bought +0.26% shares Q3 2022	share	0.07%	230K	$177.16	$213.25	+20.37%	Bought +0.26% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.07% Portfolio value: 226K Avg. open price: $99.07 Current price: $100.89 P/L: +1.84% Bought +1.11% shares Q2 2022	share	0.07%	226K	$99.07	$100.89	+1.84%	Bought +1.11% shares Q2 2022
Global X Silver Miners ETF Portfolio share: 0.07% Portfolio value: 226K Avg. open price: $45.43 Current price: $28.55 P/L: -37.15% Sold -10.31% shares Q2 2021	share	0.07%	226K	$45.43	$28.55	-37.15%	Sold -10.31% shares Q2 2021
Oil & Gas Midstream Enterprise Products Partners L.P. Portfolio share: 0.07% Portfolio value: 223K Avg. open price: N/A Current price: $24.52 P/L: N/A Sold -13.64% shares Q2 2022	share	0.07%	223K	N/A	$24.52	N/A	Sold -13.64% shares Q2 2022
Travel Services Booking Holdings Inc. Portfolio share: 0.07% Portfolio value: 223K Avg. open price: $2,053.73 Current price: $2,061.04 P/L: +0.36% Sold -7.86% shares Q1 2021	share	0.07%	223K	$2,053.73	$2,061.04	+0.36%	Sold -7.86% shares Q1 2021
Drug Manufacturers—General Novartis AG Portfolio share: 0.07% Portfolio value: 223K Avg. open price: $82.95 Current price: $90.98 P/L: +9.69% Sold -4.92% shares Q2 2022	share	0.07%	223K	$82.95	$90.98	+9.69%	Sold -4.92% shares Q2 2022
SPDR S&P 600 Small Cap Value ETF Portfolio share: 0.07% Portfolio value: 218K Avg. open price: $51.49 Current price: $77.9 P/L: +51.28% Bought +0.49% shares Q3 2022	share	0.07%	218K	$51.49	$77.9	+51.28%	Bought +0.49% shares Q3 2022
Medical Devices Stryker Corporation Portfolio share: 0.07% Portfolio value: 215K Avg. open price: N/A Current price: $238.88 P/L: N/A Sold -23.31% shares Q2 2022	share	0.07%	215K	N/A	$238.88	N/A	Sold -23.31% shares Q2 2022
Medical Devices Medtronic plc Portfolio share: 0.06% Portfolio value: 209K Avg. open price: $90.56 Current price: $79.01 P/L: -12.75% Sold -10.69% shares Q2 2022	share	0.06%	209K	$90.56	$79.01	-12.75%	Sold -10.69% shares Q2 2022
Mortgage Finance Security National Financial Corporation Portfolio share: 0.06% Portfolio value: 206K Avg. open price: N/A Current price: $6.48 P/L: N/A Sold -0.00% shares Q2 2022	share	0.06%	206K	N/A	$6.48	N/A	Sold -0.00% shares Q2 2022
SPDR Gold Shares Portfolio share: 0.06% Portfolio value: 205K Avg. open price: $169.8 Current price: $164.66 P/L: -3.03% Sold -7.42% shares Q3 2022	share	0.06%	205K	$169.8	$164.66	-3.03%	Sold -7.42% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.06% Portfolio value: 184K Avg. open price: $27.44 Current price: $18.76 P/L: -31.63% N/A Q3 2022	share	0.06%	184K	$27.44	$18.76	-31.63%	N/A Q3 2022
Asset Management Goldman Sachs BDC, Inc. Portfolio share: 0.05% Portfolio value: 152K Avg. open price: $18.52 Current price: $14.98 P/L: -19.11% N/A Q3 2022	share	0.05%	152K	$18.52	$14.98	-19.11%	N/A Q3 2022
Asset Management BlackRock Credit Allocation Income Trust Portfolio share: 0.04% Portfolio value: 129K Avg. open price: N/A Current price: $10.7 P/L: N/A Sold -17.76% shares Q2 2022	share	0.04%	129K	N/A	$10.7	N/A	Sold -17.76% shares Q2 2022
Medical Devices Co-Diagnostics, Inc. Portfolio share: 0.03% Portfolio value: 113K Avg. open price: $8.13 Current price: $3.02 P/L: -62.84% Bought +19.38% shares Q3 2022	share	0.03%	113K	$8.13	$3.02	-62.84%	Bought +19.38% shares Q3 2022
Biotechnology Synlogic, Inc. Portfolio share: 0.01% Portfolio value: 19K Avg. open price: N/A Current price: $0.79 P/L: N/A N/A Q1 2022	share	0.01%	19K	N/A	$0.79	N/A	N/A Q1 2022
Oil & Gas Midstream TC Energy Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $42.65 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$42.65	N/A	Sold -100.00% shares Q3 2022
Fidelity MSCI Information Technology Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $105.45 Current price: $100.77 P/L: -4.44% Sold -100.00% shares Q3 2022	share	0.00%	0	$105.45	$100.77	-4.44%	Sold -100.00% shares Q3 2022
Household & Personal Products Unilever PLC Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $53.58 Current price: $51.1 P/L: -4.63% Sold -100.00% shares Q3 2022	share	0.00%	0	$53.58	$51.1	-4.63%	Sold -100.00% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $115.93 Current price: $147.31 P/L: +27.07% Sold -100.00% shares Q3 2022	share	0.00%	0	$115.93	$147.31	+27.07%	Sold -100.00% shares Q3 2022
Semiconductors Advanced Micro Devices, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $73.77 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$73.77	N/A	Sold -100.00% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $185.66 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$185.66	N/A	Sold -100.00% shares Q3 2022
REIT—Industrial Duke Realty Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $48.2 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$48.2	N/A	Sold -100.00% shares Q3 2022

Showing TOP 153 PHYSICIAN WEALTH ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of PHYSICIAN WEALTH ADVISORS, INC.?

The biggest position of the PHYSICIAN WEALTH ADVISORS, INC. is iShares Core S&P 500 ETF (IVV) with 17.48% portfolio share worth of 56.89M US dollars.

Top 5 PHYSICIAN WEALTH ADVISORS's holdings represent 42.11% of the portfolio:

iShares Core S&P 500 ETF (IVV) – 17.48%
SPDR Portfolio S&P 500 ETF (SPLG) – 8.83%
iShares ESG Aware MSCI USA ETF (ESGU) – 7.03%
iShares Core S&P Total U.S. Stock Market ETF (ITOT) – 5.15%
ISHARES TR () – 3.6%

Who is the portfolio manager of PHYSICIAN WEALTH ADVISORS, INC.?

The portfolio manager of the PHYSICIAN WEALTH ADVISORS, INC. is .

What is the total asset value of the PHYSICIAN WEALTH ADVISORS, INC. portfolio?

PHYSICIAN WEALTH ADVISORS, INC. total asset value (portfolio value) is 325.37M US dollars.

Who is ?

is the portfolio manager of the PHYSICIAN WEALTH ADVISORS, INC..

What is (PHYSICIAN WEALTH ADVISORS, INC.) fund performance?

PHYSICIAN WEALTH ADVISORS's quarterly performance is -60.96%, annualy -171.68%. In the past 3 years, the value of 's portfolio has decreased by -276%.

What is the PHYSICIAN WEALTH ADVISORS, INC. CIK?

PHYSICIAN WEALTH ADVISORS's Central Index Key is 0001795173 .