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
$259M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.32M
3
+$1.45M
4
CSX icon
CSX Corp
CSX
+$1.35M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.15M

Top Sells

1
+$871K
2
+$643K
3
+$535K
4
ARKK icon
ARK Innovation ETF
ARKK
+$267K
5
UI icon
Ubiquiti
UI
+$255K

Sector Composition

1 Technology 8.28%
2 Industrials 6.73%
3 Financials 4.2%
4 Consumer Discretionary 4.18%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$72.1K 0.03%
917
-7
402
$71.7K 0.03%
6,833
403
$71.6K 0.03%
644
404
$70.6K 0.03%
731
-59
405
$70.1K 0.03%
1,660
-50
406
$69.6K 0.03%
1,761
407
$69.6K 0.03%
160
408
$68.8K 0.03%
524
409
$68.2K 0.03%
741
-10
410
$68.2K 0.03%
245
411
$68.1K 0.03%
896
412
$68.1K 0.03%
+1,300
413
$66.2K 0.03%
734
414
$66.1K 0.03%
1,445
415
$65.4K 0.03%
485
-60
416
$65.4K 0.03%
1,400
417
$65.1K 0.03%
510
418
$64.6K 0.03%
863
-33
419
$63.4K 0.02%
607
+3
420
$63K 0.02%
1,250
+10
421
$62.6K 0.02%
3,047
422
$62.5K 0.02%
1,200
423
$62.4K 0.02%
1,460
-395
424
$61.5K 0.02%
155
425
$61.5K 0.02%
181
15 16
17
18 19