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
26
$1.48M 0.73%
+22,638
27
$1.47M 0.73%
+13,088
28
$1.45M 0.72%
+52,120
29
$1.44M 0.71%
+24,176
30
$1.42M 0.71%
+11,106
31
$1.42M 0.7%
+36,310
32
$1.37M 0.68%
+38,655
33
$1.37M 0.68%
+41,294
34
$1.31M 0.65%
+20,088
35
$1.29M 0.64%
+11,338
36
$1.25M 0.62%
+18,894
37
$1.23M 0.61%
+2,111
38
$1.17M 0.58%
+19,789
39
$1.16M 0.58%
+42,041
40
$1.16M 0.57%
+11,787
41
$1.16M 0.57%
+8,397
42
$1.1M 0.54%
+4,760
43
$1.05M 0.52%
+14,440
44
$1.04M 0.52%
+44,002
45
$1.04M 0.51%
+6,087
46
$946K 0.47%
+14,047
47
$934K 0.46%
+36,813
48
$919K 0.46%
+18,250
49
$915K 0.45%
+17,520
50
$914K 0.45%
+29,709
1
2
3 4 5