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
726
$6.22K ﹤0.01%
+225
727
$6.14K ﹤0.01%
+264
728
$6.09K ﹤0.01%
+116
729
$6.03K ﹤0.01%
+106
730
$5.96K ﹤0.01%
+592
731
$5.92K ﹤0.01%
+75
732
$5.78K ﹤0.01%
+120
733
$5.76K ﹤0.01%
+98
734
$5.72K ﹤0.01%
+46
735
$5.7K ﹤0.01%
+251
736
$5.57K ﹤0.01%
+73
737
$5.46K ﹤0.01%
+250
738
$5.46K ﹤0.01%
+400
739
$5.44K ﹤0.01%
+100
740
$5.29K ﹤0.01%
+45
741
$5.27K ﹤0.01%
+106
742
$5.24K ﹤0.01%
+667
743
$5.22K ﹤0.01%
+339
744
$5.05K ﹤0.01%
+68
745
$5.05K ﹤0.01%
+50
746
$5.03K ﹤0.01%
+23
747
$5.02K ﹤0.01%
+220
748
$5K ﹤0.01%
+15
749
$4.89K ﹤0.01%
+235
750
$4.88K ﹤0.01%
+124
28 29
30
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