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
51
$898K 0.45%
+4,044
52
$896K 0.44%
+5,895
53
$891K 0.44%
+36,540
54
$876K 0.43%
+15,290
55
$870K 0.43%
+4,444
56
$867K 0.43%
+15,633
57
$861K 0.43%
+19,348
58
$852K 0.42%
+125,353
59
$848K 0.42%
+8,410
60
$844K 0.42%
+9,475
61
$827K 0.41%
+2,144
62
$814K 0.4%
+1,590
63
$801K 0.4%
+4,763
64
$797K 0.4%
+19,792
65
$795K 0.39%
+4,472
66
$772K 0.38%
+17,480
67
$756K 0.37%
+15,611
68
$732K 0.36%
+789
69
$730K 0.36%
+3,304
70
$699K 0.35%
+3,525
71
$699K 0.35%
+10,431
72
$693K 0.34%
+10,931
73
$658K 0.33%
+5,797
74
$643K 0.32%
+21,075
75
$643K 0.32%
+10,980
1 2
3
4 5