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
776
$3.78K ﹤0.01%
+115
777
$3.75K ﹤0.01%
+42
778
$3.74K ﹤0.01%
+13
779
$3.72K ﹤0.01%
+260
780
$3.72K ﹤0.01%
+100
781
$3.67K ﹤0.01%
+2,170
782
$3.55K ﹤0.01%
+61
783
$3.54K ﹤0.01%
+70
784
$3.52K ﹤0.01%
+18
785
$3.48K ﹤0.01%
+298
786
$3.47K ﹤0.01%
+615
787
$3.46K ﹤0.01%
+131
788
$3.39K ﹤0.01%
+125
789
$3.39K ﹤0.01%
+104
790
$3.39K ﹤0.01%
+14
791
$3.39K ﹤0.01%
+363
792
$3.38K ﹤0.01%
+776
793
$3.38K ﹤0.01%
+263
794
$3.33K ﹤0.01%
+74
795
$3.3K ﹤0.01%
+30
796
$3.3K ﹤0.01%
+50
797
$3.29K ﹤0.01%
+29
798
$3.27K ﹤0.01%
+250
799
$3.24K ﹤0.01%
+197
800
$3.19K ﹤0.01%
+62
30 31
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