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
676
$14.7K 0.01%
200
677
$14.7K 0.01%
86
678
$14.6K 0.01%
1,086
679
$14.6K 0.01%
176
+11
680
$14.6K 0.01%
+620
681
$14.5K 0.01%
315
+2
682
$14.5K 0.01%
525
-65
683
$14.5K 0.01%
+315
684
$14.5K 0.01%
55
685
$14.5K 0.01%
199
-7
686
$14.4K 0.01%
115
687
$14.4K 0.01%
543
688
$14.4K 0.01%
161
689
$14.4K 0.01%
483
+4
690
$14.2K 0.01%
165
691
$14.2K 0.01%
120
692
$14.2K 0.01%
328
-353
693
$14.1K 0.01%
10,000
+5,000
694
$14.1K 0.01%
660
695
$13.7K 0.01%
549
+525
696
$13.6K 0.01%
+1,225
697
$13.3K 0.01%
100
698
$13.1K 0.01%
449
699
$13.1K 0.01%
158
700
$12.9K 0.01%
1,157
+223
26 27
28
29 30