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
276
$111K 0.05%
+950
277
$111K 0.05%
+837
278
$109K 0.05%
+2,669
279
$108K 0.05%
+1,979
280
$108K 0.05%
+2,062
281
$108K 0.05%
+535
282
$108K 0.05%
+221
283
$107K 0.05%
+850
284
$107K 0.05%
+1,356
285
$106K 0.05%
+4,117
286
$105K 0.05%
+353
287
$105K 0.05%
+1,620
288
$105K 0.05%
+1,000
289
$105K 0.05%
+3,328
290
$104K 0.05%
+5,157
291
$104K 0.05%
+1,070
292
$103K 0.05%
+1,225
293
$103K 0.05%
+1,155
294
$102K 0.05%
+525
295
$101K 0.05%
+1,258
296
$100K 0.05%
+1,966
297
$100K 0.05%
+309
298
$99.4K 0.05%
+647
299
$99.2K 0.05%
+2,467
300
$97.9K 0.05%
+730