MWAL

Medallion Wealth Advisors, LLC Portfolio holdings

AUM $306M
1-Year Est. Return 16.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.56M
3
+$5.82M
4
NVDA icon
NVIDIA
NVDA
+$5.01M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.75%
2 Consumer Discretionary 4.77%
3 Financials 4.56%
4 Consumer Staples 3.5%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$149K 0.07%
+1,230
227
$148K 0.07%
+2,500
228
$148K 0.07%
+1,316
229
$147K 0.07%
+1,091
230
$147K 0.07%
+799
231
$147K 0.07%
+5,623
232
$146K 0.07%
+791
233
$145K 0.07%
+2,492
234
$144K 0.07%
+273
235
$143K 0.07%
+1,866
236
$142K 0.07%
+5,750
237
$140K 0.07%
+1,846
238
$140K 0.07%
+2,863
239
$139K 0.07%
+1,566
240
$138K 0.07%
+736
241
$137K 0.07%
+2,151
242
$137K 0.07%
+2,755
243
$137K 0.07%
+3,685
244
$137K 0.07%
+3,147
245
$137K 0.07%
+4,392
246
$135K 0.07%
+7,033
247
$134K 0.07%
+1,112
248
$133K 0.07%
+5,074
249
$132K 0.07%
+2,197
250
$131K 0.07%
+2,835
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