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
601
$16.9K 0.01%
207
602
$16.7K 0.01%
845
603
$16.6K 0.01%
590
+27
604
$16.6K 0.01%
151
605
$16.5K 0.01%
200
606
$16.5K 0.01%
434
+164
607
$16.4K 0.01%
208
+1
608
$16.3K 0.01%
73
609
$16.3K 0.01%
510
610
$16.3K 0.01%
44
+1
611
$16.2K 0.01%
479
-293
612
$16.2K 0.01%
77
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613
$16K 0.01%
200
614
$15.8K 0.01%
260
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615
$15.8K 0.01%
50
616
$15.7K 0.01%
115
617
$15.7K 0.01%
2,550
618
$15.6K 0.01%
160
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$15.4K 0.01%
315
620
$15.2K 0.01%
235
621
$15.1K 0.01%
62
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$15K 0.01%
169
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623
$14.7K 0.01%
660
624
$14.7K 0.01%
500
625
$14.5K 0.01%
543