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
576
$17.5K 0.01%
+730
577
$17.4K 0.01%
+50
578
$17.3K 0.01%
+164
579
$17.2K 0.01%
+2,145
580
$17.2K 0.01%
+200
581
$17.2K 0.01%
+660
582
$17.2K 0.01%
+200
583
$17.1K 0.01%
+2,550
584
$17.1K 0.01%
+57
585
$16.9K 0.01%
+200
586
$16.9K 0.01%
+207
587
$16.8K 0.01%
+128
588
$16.8K 0.01%
+87
589
$16.7K 0.01%
+100
590
$16.7K 0.01%
+845
591
$16.7K 0.01%
+135
592
$16.5K 0.01%
+563
593
$16.3K 0.01%
+73
594
$16.3K 0.01%
+510
595
$16.2K 0.01%
+125
596
$16.2K 0.01%
+200
597
$16.1K 0.01%
+207
598
$16K 0.01%
+223
599
$15.7K 0.01%
+115
600
$15.7K 0.01%
+330