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
526
$24.8K 0.01%
+98
527
$24.7K 0.01%
+101
528
$24.6K 0.01%
+316
529
$24.5K 0.01%
+55
530
$24.3K 0.01%
+233
531
$23.9K 0.01%
+197
532
$23.8K 0.01%
+498
533
$23.6K 0.01%
+912
534
$23.4K 0.01%
+220
535
$23.4K 0.01%
+41
536
$23.1K 0.01%
+398
537
$23.1K 0.01%
+217
538
$23.1K 0.01%
+100
539
$22.9K 0.01%
+396
540
$22.8K 0.01%
+500
541
$22.8K 0.01%
+392
542
$22.7K 0.01%
+319
543
$22.6K 0.01%
+22
544
$22.5K 0.01%
+1,350
545
$22.5K 0.01%
+387
546
$22.3K 0.01%
+243
547
$22.2K 0.01%
+228
548
$22.2K 0.01%
+600
549
$22K 0.01%
+648
550
$22K 0.01%
+200