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
376
$60.7K 0.03%
+1,352
377
$60K 0.03%
+1,202
378
$60K 0.03%
+535
379
$59.7K 0.03%
+700
380
$58.9K 0.03%
+1,217
381
$58.7K 0.03%
+734
382
$57.9K 0.03%
+2,178
383
$57.8K 0.03%
+896
384
$57.6K 0.03%
+3,047
385
$57.5K 0.03%
+172
386
$57.3K 0.03%
+536
387
$56.6K 0.03%
+90
388
$56.5K 0.03%
+894
389
$55.9K 0.03%
+253
390
$55.7K 0.03%
+1,346
391
$55.5K 0.03%
+181
392
$54.6K 0.03%
+238
393
$54.5K 0.03%
+295
394
$53.7K 0.03%
+667
395
$53.4K 0.03%
+882
396
$53.3K 0.03%
+148
397
$52.4K 0.03%
+416
398
$52.3K 0.03%
+765
399
$52.2K 0.03%
+1,386
400
$51.1K 0.03%
+2,787
14 15
16
17 18