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
651
$11.2K 0.01%
+434
652
$11.2K 0.01%
+3,500
653
$11.2K 0.01%
+149
654
$11.1K 0.01%
+33
655
$11.1K 0.01%
+364
656
$11.1K 0.01%
+192
657
$11K 0.01%
+1,353
658
$10.7K 0.01%
+5,000
659
$10.6K 0.01%
+400
660
$10.6K 0.01%
+49
661
$10.5K 0.01%
+143
662
$10.4K 0.01%
+22
663
$10.2K 0.01%
+270
664
$10.2K 0.01%
+160
665
$9.96K ﹤0.01%
+211
666
$9.96K ﹤0.01%
+296
667
$9.91K ﹤0.01%
+325
668
$9.79K ﹤0.01%
+157
669
$9.73K ﹤0.01%
+50
670
$9.61K ﹤0.01%
+86
671
$9.54K ﹤0.01%
+300
672
$9.4K ﹤0.01%
+317
673
$9.39K ﹤0.01%
+50
674
$9.39K ﹤0.01%
+130
675
$9.31K ﹤0.01%
+441