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
501
$29.6K 0.01%
+548
502
$29.3K 0.01%
+700
503
$29.2K 0.01%
+733
504
$29.1K 0.01%
+406
505
$28.9K 0.01%
+85
506
$28.9K 0.01%
+825
507
$28.8K 0.01%
+225
508
$28.4K 0.01%
+525
509
$28.4K 0.01%
+420
510
$28.2K 0.01%
+165
511
$28K 0.01%
+520
512
$27.3K 0.01%
+273
513
$27.1K 0.01%
+793
514
$26.7K 0.01%
+637
515
$26.7K 0.01%
+772
516
$26.5K 0.01%
+700
517
$26.4K 0.01%
+127
518
$26.3K 0.01%
+680
519
$26.2K 0.01%
+568
520
$26.1K 0.01%
+150
521
$25.9K 0.01%
+127
522
$25.4K 0.01%
+143
523
$25.3K 0.01%
+138
524
$25.2K 0.01%
+120
525
$24.9K 0.01%
+312