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
$220M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.6%
2 Financials 4.37%
3 Consumer Discretionary 4.36%
4 Consumer Staples 3.54%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$28.2K 0.01%
165
527
$27.8K 0.01%
54
+32
528
$27.7K 0.01%
700
529
$27.3K 0.01%
273
530
$26.8K 0.01%
525
531
$26.5K 0.01%
+550
532
$26.5K 0.01%
700
533
$26.2K 0.01%
144
+6
534
$26.2K 0.01%
420
535
$26.2K 0.01%
568
536
$25.8K 0.01%
200
537
$25.6K 0.01%
61
+33
538
$25.4K 0.01%
912
539
$25K 0.01%
681
+1
540
$25K 0.01%
228
541
$24.9K 0.01%
312
542
$24.4K 0.01%
98
543
$24.4K 0.01%
54
544
$24.3K 0.01%
233
545
$24.3K 0.01%
150
546
$24.3K 0.01%
600
547
$24.1K 0.01%
197
548
$23.8K 0.01%
498
549
$23.7K 0.01%
520
550
$23.4K 0.01%
395
+3