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
301
$97.1K 0.05%
+361
302
$97.1K 0.05%
+1,210
303
$95.9K 0.05%
+2,262
304
$95.9K 0.05%
+1,705
305
$95.8K 0.05%
+1,900
306
$95.4K 0.05%
+225
307
$95.3K 0.05%
+1,945
308
$95.2K 0.05%
+1,261
309
$94.7K 0.05%
+940
310
$94.5K 0.05%
+1,611
311
$94.4K 0.05%
+2,215
312
$94.1K 0.05%
+2,463
313
$94K 0.05%
+1,974
314
$93.1K 0.05%
+825
315
$92.4K 0.05%
+516
316
$92.2K 0.05%
+183
317
$91.3K 0.05%
+1,550
318
$91.2K 0.05%
+1,260
319
$90.1K 0.04%
+800
320
$90K 0.04%
+3,575
321
$89.4K 0.04%
+1,138
322
$88.7K 0.04%
+1,893
323
$88.5K 0.04%
+6,700
324
$87.3K 0.04%
+1,359
325
$86.4K 0.04%
+973
11 12
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