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
576
$19.6K 0.01%
575
577
$19.5K 0.01%
100
578
$19.3K 0.01%
2,777
+725
579
$19.1K 0.01%
1,665
580
$19.1K 0.01%
409
581
$19K 0.01%
303
+15
582
$18.7K 0.01%
+300
583
$18.6K 0.01%
5,130
+130
584
$18.6K 0.01%
740
585
$18.6K 0.01%
+393
586
$18.4K 0.01%
319
+2
587
$18.4K 0.01%
200
588
$18.4K 0.01%
390
589
$18.3K 0.01%
105
+100
590
$18.2K 0.01%
30
591
$18.1K 0.01%
547
-63
592
$17.9K 0.01%
+657
593
$17.8K 0.01%
336
+216
594
$17.7K 0.01%
595
595
$17.6K 0.01%
730
596
$17.5K 0.01%
110
597
$17.5K 0.01%
164
598
$17.2K 0.01%
2,145
599
$17.2K 0.01%
218
-199
600
$17.2K 0.01%
128