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
$282M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Sells

1 +$538K
2 +$379K
3 +$301K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$223K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$143K

Sector Composition

1 Technology 8.87%
2 Industrials 6.16%
3 Financials 4.04%
4 Consumer Discretionary 3.96%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$31.8K 0.01%
700
552
$31.7K 0.01%
393
553
$31.4K 0.01%
523
554
$31.3K 0.01%
675
555
$31.2K 0.01%
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$31K 0.01%
246
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557
$30.9K 0.01%
655
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$30.5K 0.01%
423
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559
$30.5K 0.01%
404
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560
$30.4K 0.01%
236
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$30.3K 0.01%
502
+2
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$30.2K 0.01%
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$28.9K 0.01%
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$28.9K 0.01%
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573
$28K 0.01%
388
574
$28K 0.01%
24
575
$27.5K 0.01%
159