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
601
$15.7K 0.01%
+1,200
602
$15.6K 0.01%
+160
603
$15.5K 0.01%
+235
604
$15.4K 0.01%
+315
605
$15.2K 0.01%
+1,166
606
$15.1K 0.01%
+200
607
$15.1K 0.01%
+554
608
$14.9K 0.01%
+165
609
$14.8K 0.01%
+43
610
$14.7K 0.01%
+500
611
$14.4K 0.01%
+112
612
$14.3K 0.01%
+32
613
$14.2K 0.01%
+543
614
$14K 0.01%
+290
615
$13.9K 0.01%
+250
616
$13.7K 0.01%
+1,293
617
$13.7K 0.01%
+315
618
$13.7K 0.01%
+151
619
$13.5K 0.01%
+726
620
$13.5K 0.01%
+1,500
621
$13.5K 0.01%
+120
622
$13.4K 0.01%
+286
623
$13.2K 0.01%
+57
624
$13K 0.01%
+800
625
$13K 0.01%
+276