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
$282M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Sells

1 +$538K
2 +$379K
3 +$301K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$223K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$143K

Sector Composition

1 Technology 8.87%
2 Industrials 6.16%
3 Financials 4.04%
4 Consumer Discretionary 3.96%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$16.1K 0.01%
70
677
$15.9K 0.01%
1,086
678
$15.8K 0.01%
55
679
$15.7K 0.01%
2,550
680
$15.3K 0.01%
276
-72
681
$15.1K 0.01%
318
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682
$15.1K 0.01%
64
683
$15.1K 0.01%
160
684
$14.9K 0.01%
+48
685
$14.9K 0.01%
620
686
$14.8K 0.01%
184
687
$14.8K 0.01%
543
688
$14.8K 0.01%
165
689
$14.7K 0.01%
30
690
$14.7K 0.01%
500
691
$14.7K 0.01%
120
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$14.6K 0.01%
620
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$14.5K 0.01%
271
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$14.4K 0.01%
315
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$14.4K 0.01%
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$14.3K 0.01%
1,225
697
$14.2K 0.01%
185
-14
698
$14.1K 0.01%
149
699
$14.1K 0.01%
225
700
$13.8K ﹤0.01%
100