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
476
$32.7K 0.02%
+250
477
$32.6K 0.02%
+300
478
$32.5K 0.02%
+1,667
479
$31.9K 0.02%
+250
480
$31.9K 0.02%
+288
481
$31.6K 0.02%
+346
482
$31.6K 0.02%
+225
483
$31.3K 0.02%
+450
484
$31.3K 0.02%
+1,258
485
$31.2K 0.02%
+1,055
486
$31.2K 0.02%
+332
487
$31.2K 0.02%
+170
488
$31K 0.02%
+101
489
$30.9K 0.02%
+355
490
$30.9K 0.02%
+1,031
491
$30.9K 0.02%
+119
492
$30.8K 0.02%
+590
493
$30.8K 0.02%
+500
494
$30.7K 0.02%
+966
495
$30.7K 0.02%
+850
496
$30.6K 0.02%
+875
497
$30.6K 0.02%
+500
498
0
499
$30.2K 0.02%
+1,446
500
$30K 0.01%
+459