Physician Wealth Advisors, Inc.

Physician Wealth Advisors, Inc. manages $719M across a portfolio of 2027 positions. The strategy exhibits a notable tilt toward broad market exposure and sector concentration, evidenced by top holdings including IVV at $93.4M and SPYM at $33.4M. Significant allocations are also directed toward defensive and specialized sectors, with DYNF ($31.7M), IVE ($30.2M), and DFAI ($28.9M) representing key components of the current mandate. This positioning suggests a focus on established market leaders and targeted growth vectors within the current economic cycle.

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