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
351
$71.2K 0.04%
+1,703
352
$70.9K 0.04%
+1,403
353
$70.9K 0.04%
+1,393
354
$70.9K 0.04%
+545
355
$70.3K 0.03%
+1,205
356
$70.1K 0.03%
+389
357
$69.8K 0.03%
+281
358
$69.2K 0.03%
+4,154
359
$69K 0.03%
+1,671
360
$68.1K 0.03%
+687
361
$67.4K 0.03%
+510
362
$66.7K 0.03%
+1,761
363
$66.2K 0.03%
+105
364
$65.9K 0.03%
+1,592
365
$64.9K 0.03%
+15,944
366
$64.6K 0.03%
+564
367
$64.4K 0.03%
+1,460
368
$63.6K 0.03%
+389
369
$63.6K 0.03%
+573
370
$63.6K 0.03%
+689
371
$62.8K 0.03%
+644
372
$62.6K 0.03%
+752
373
$62.3K 0.03%
+524
374
$61.3K 0.03%
+460
375
$61.2K 0.03%
+1,230
13 14
15
16 17