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
401
$50.8K 0.03%
+1,400
402
$50.8K 0.03%
+1,029
403
$50.5K 0.03%
+577
404
$50.3K 0.02%
+417
405
$49.9K 0.02%
+489
406
$49.8K 0.02%
+424
407
$49.7K 0.02%
+385
408
$49.3K 0.02%
+420
409
$49.2K 0.02%
+200
410
$48.9K 0.02%
+429
411
$48.5K 0.02%
+70
412
$48.5K 0.02%
+618
413
$48.4K 0.02%
+1,575
414
$48.3K 0.02%
+327
415
$48K 0.02%
+735
416
$48K 0.02%
+1,142
417
$47.7K 0.02%
+334
418
$47.6K 0.02%
+308
419
$47.5K 0.02%
+700
420
$47.4K 0.02%
+750
421
$47.1K 0.02%
+1,771
422
$46.5K 0.02%
+460
423
$46.4K 0.02%
+461
424
$46.4K 0.02%
+300
425
$46.3K 0.02%
+166