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
676
$9.26K ﹤0.01%
+80
677
$9.22K ﹤0.01%
+693
678
$9.05K ﹤0.01%
+161
679
$9.05K ﹤0.01%
+80
680
$9.01K ﹤0.01%
+700
681
$8.94K ﹤0.01%
+88
682
$8.9K ﹤0.01%
+574
683
$8.86K ﹤0.01%
+57
684
$8.82K ﹤0.01%
+115
685
$8.79K ﹤0.01%
+59
686
$8.76K ﹤0.01%
+293
687
$8.68K ﹤0.01%
+180
688
$8.4K ﹤0.01%
+398
689
$8.35K ﹤0.01%
+650
690
$8.35K ﹤0.01%
+190
691
$8.26K ﹤0.01%
+583
692
$8.22K ﹤0.01%
+250
693
$8.17K ﹤0.01%
+200
694
$8.15K ﹤0.01%
+200
695
$8.12K ﹤0.01%
+256
696
$8.06K ﹤0.01%
+600
697
$7.99K ﹤0.01%
+1,920
698
$7.98K ﹤0.01%
+155
699
$7.96K ﹤0.01%
+200
700
$7.94K ﹤0.01%
+285
26 27
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