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
451
$39.5K 0.02%
+1,628
452
$39.4K 0.02%
+407
453
$39.3K 0.02%
+1,019
454
$38.7K 0.02%
+549
455
$38.2K 0.02%
+340
456
$37.7K 0.02%
+128
457
$36.6K 0.02%
+590
458
$36.5K 0.02%
+1,317
459
$36.2K 0.02%
+722
460
$36.1K 0.02%
+420
461
$35.9K 0.02%
+100
462
$35.2K 0.02%
+293
463
$35.1K 0.02%
+283
464
$34.6K 0.02%
+1,240
465
$34.6K 0.02%
+800
466
$34.6K 0.02%
+374
467
$34K 0.02%
+311
468
$33.6K 0.02%
+589
469
$33.3K 0.02%
+1,500
470
$33.2K 0.02%
+304
471
$33.1K 0.02%
+500
472
$33K 0.02%
+400
473
$32.9K 0.02%
+149
474
$32.9K 0.02%
+328
475
$32.9K 0.02%
+300