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
326
$86.3K 0.04%
+3,050
327
$86.3K 0.04%
+1,407
328
$84.2K 0.04%
+1,962
329
$83.7K 0.04%
+1,170
330
$82.8K 0.04%
+959
331
$82.5K 0.04%
+393
332
$82K 0.04%
+385
333
$81.2K 0.04%
+568
334
$81K 0.04%
+3,275
335
$80.7K 0.04%
+576
336
$80.1K 0.04%
+3,484
337
$79.2K 0.04%
+746
338
$78.9K 0.04%
+300
339
$78K 0.04%
+2,980
340
$77.7K 0.04%
+268
341
$76.9K 0.04%
+1,005
342
$76K 0.04%
+1,212
343
$75.8K 0.04%
+1,555
344
$74.7K 0.04%
+145
345
$73.6K 0.04%
+585
346
$73.5K 0.04%
+940
347
$73.2K 0.04%
+342
348
$72.7K 0.04%
+582
349
$72.3K 0.04%
+1,337
350
$71.6K 0.04%
+723
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