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
751
$4.82K ﹤0.01%
+750
752
$4.82K ﹤0.01%
+19
753
$4.74K ﹤0.01%
+100
754
$4.72K ﹤0.01%
+156
755
$4.67K ﹤0.01%
+55
756
$4.65K ﹤0.01%
+200
757
$4.64K ﹤0.01%
+52
758
$4.62K ﹤0.01%
+466
759
$4.58K ﹤0.01%
+31
760
$4.58K ﹤0.01%
+174
761
$4.42K ﹤0.01%
+75
762
$4.32K ﹤0.01%
+40
763
$4.26K ﹤0.01%
+2,769
764
$4.23K ﹤0.01%
+384
765
$4.23K ﹤0.01%
+52
766
$4.22K ﹤0.01%
+100
767
$4.16K ﹤0.01%
+65
768
$4.09K ﹤0.01%
+85
769
$4.07K ﹤0.01%
+78
770
$4.07K ﹤0.01%
+42
771
$3.98K ﹤0.01%
+75
772
$3.94K ﹤0.01%
+24
773
$3.92K ﹤0.01%
+125
774
$3.88K ﹤0.01%
+40
775
$3.79K ﹤0.01%
+43
29 30
31
32 33