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
$259M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1 +$2.61M
2 +$2.32M
3 +$1.45M
4
CSX icon
CSX Corp
CSX
+$1.35M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.15M

Top Sells

1 +$871K
2 +$643K
3 +$535K
4
ARKK icon
ARK Innovation ETF
ARKK
+$267K
5
UI icon
Ubiquiti
UI
+$255K

Sector Composition

1 Technology 8.28%
2 Industrials 6.73%
3 Financials 4.2%
4 Consumer Discretionary 4.18%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$16.6K 0.01%
160
652
$16.6K 0.01%
210
+2
653
$16.5K 0.01%
+1,200
654
$16.5K 0.01%
50
655
$16.4K 0.01%
57
656
$16.2K 0.01%
2,145
657
$16.1K 0.01%
250
658
$16.1K 0.01%
207
659
$16.1K 0.01%
2,550
660
$16K 0.01%
1,500
661
$16K 0.01%
45
+30
662
$16K 0.01%
165
+35
663
$16K 0.01%
73
664
$15.9K 0.01%
67
665
$15.7K 0.01%
+750
666
$15.3K 0.01%
336
667
$15.3K 0.01%
152
668
$15.3K 0.01%
91
669
$15.1K 0.01%
149
670
$15.1K 0.01%
112
671
$15.1K 0.01%
305
-10
672
$15K 0.01%
+620
673
$14.8K 0.01%
500
674
$14.8K 0.01%
200
675
$14.8K 0.01%
30