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
251
$131K 0.06%
+7,178
252
$130K 0.06%
+2,263
253
$130K 0.06%
+1,844
254
$129K 0.06%
+1,167
255
$129K 0.06%
+3,145
256
$128K 0.06%
+2,450
257
$128K 0.06%
+2,275
258
$128K 0.06%
+6,903
259
$126K 0.06%
+1,420
260
$125K 0.06%
+197
261
$125K 0.06%
+4,938
262
$124K 0.06%
+3,264
263
$122K 0.06%
+2,988
264
$122K 0.06%
+2,550
265
$118K 0.06%
+1,230
266
$118K 0.06%
+311
267
$117K 0.06%
+5,808
268
$116K 0.06%
+649
269
$115K 0.06%
+1,597
270
$113K 0.06%
+397
271
$113K 0.06%
+3,438
272
$112K 0.06%
+2,198
273
$112K 0.06%
+3,131
274
$112K 0.06%
+1,460
275
$111K 0.06%
+750
9 10
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