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
551
$21.8K 0.01%
+763
552
$21.1K 0.01%
+610
553
$21K 0.01%
+3,000
554
$21K 0.01%
+409
555
$20.8K 0.01%
+1,110
556
$20.6K 0.01%
+172
557
$20.5K 0.01%
+900
558
$20.4K 0.01%
+110
559
$20K 0.01%
+2,052
560
$19.9K 0.01%
+54
561
$19.9K 0.01%
+402
562
$19.7K 0.01%
+975
563
$19K 0.01%
+118
564
$18.9K 0.01%
+1,665
565
$18.7K 0.01%
+43
566
$18.7K 0.01%
+575
567
$18.5K 0.01%
+740
568
$18.5K 0.01%
+64
569
$18.4K 0.01%
+268
570
$18.3K 0.01%
+390
571
$18.2K 0.01%
+30
572
$18.2K 0.01%
+595
573
$17.9K 0.01%
+5,000
574
$17.6K 0.01%
+317
575
$17.5K 0.01%
+271