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
426
$46.3K 0.02%
+1,207
427
$46.2K 0.02%
+1,060
428
$45.8K 0.02%
+524
429
$45.7K 0.02%
+250
430
$44.8K 0.02%
+3,622
431
$44.3K 0.02%
+640
432
$44.2K 0.02%
+200
433
$44K 0.02%
+1,039
434
$43.9K 0.02%
+194
435
$43.9K 0.02%
+1,219
436
$43.1K 0.02%
+8,360
437
$43.1K 0.02%
+11,412
438
$42.7K 0.02%
+188
439
$42.3K 0.02%
+363
440
$42K 0.02%
+1,224
441
$42K 0.02%
+460
442
$41.9K 0.02%
+1,351
443
$41.8K 0.02%
+735
444
$41.7K 0.02%
+268
445
$41.1K 0.02%
+584
446
$40.6K 0.02%
+611
447
$40.3K 0.02%
+979
448
$40.2K 0.02%
+622
449
$40.1K 0.02%
+753
450
$39.5K 0.02%
+358
16 17
18
19 20