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
576
$27.5K 0.01%
700
577
$27.3K 0.01%
+306
578
$27.1K 0.01%
110
579
$27.1K 0.01%
273
580
$27.1K 0.01%
147
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581
$26.9K 0.01%
640
582
$26.7K 0.01%
3,000
583
$26.6K 0.01%
124
-25
584
$26.4K 0.01%
550
585
$26.3K 0.01%
111
-12
586
$26.3K 0.01%
361
+81
587
$26.2K 0.01%
140
588
$25.7K 0.01%
407
589
$25.5K 0.01%
303
590
$25.5K 0.01%
170
591
$25.4K 0.01%
597
592
$25.4K 0.01%
106
593
$25.3K 0.01%
60
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$25.1K 0.01%
300
595
$24.8K 0.01%
450
596
$24.8K 0.01%
2,013
+1,295
597
$24.6K 0.01%
15,000
+9,000
598
$24.4K 0.01%
498
599
$24.3K 0.01%
600
600
$24.1K 0.01%
300