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
701
$7.9K ﹤0.01%
+247
702
$7.88K ﹤0.01%
+60
703
$7.83K ﹤0.01%
+302
704
$7.72K ﹤0.01%
+170
705
$7.71K ﹤0.01%
+228
706
$7.71K ﹤0.01%
+565
707
$7.36K ﹤0.01%
+65
708
$7.27K ﹤0.01%
+120
709
$6.97K ﹤0.01%
+21
710
$6.92K ﹤0.01%
+107
711
$6.87K ﹤0.01%
+92
712
$6.87K ﹤0.01%
+12
713
$6.73K ﹤0.01%
+481
714
$6.72K ﹤0.01%
+130
715
$6.72K ﹤0.01%
+16
716
$6.69K ﹤0.01%
+1,000
717
$6.64K ﹤0.01%
+200
718
$6.62K ﹤0.01%
+283
719
$6.51K ﹤0.01%
+800
720
$6.51K ﹤0.01%
+100
721
$6.43K ﹤0.01%
+86
722
$6.41K ﹤0.01%
+589
723
$6.37K ﹤0.01%
+98
724
$6.29K ﹤0.01%
+37
725
$6.26K ﹤0.01%
+696
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