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
801
$3.19K ﹤0.01%
+1,967
802
$3.18K ﹤0.01%
+624
803
$3.15K ﹤0.01%
+91
804
$3.14K ﹤0.01%
+435
805
$3.13K ﹤0.01%
+202
806
$3.1K ﹤0.01%
+341
807
$3.09K ﹤0.01%
+170
808
$3.05K ﹤0.01%
+330
809
$2.99K ﹤0.01%
+200
810
$2.94K ﹤0.01%
+10
811
$2.89K ﹤0.01%
+57
812
$2.89K ﹤0.01%
+17
813
$2.86K ﹤0.01%
+120
814
$2.86K ﹤0.01%
+2,070
815
$2.84K ﹤0.01%
+229
816
$2.82K ﹤0.01%
+83
817
$2.82K ﹤0.01%
+40
818
$2.79K ﹤0.01%
+12
819
$2.77K ﹤0.01%
+30
820
$2.74K ﹤0.01%
+8
821
$2.72K ﹤0.01%
+285
822
$2.71K ﹤0.01%
+98
823
$2.68K ﹤0.01%
+333
824
$2.66K ﹤0.01%
+300
825
$2.65K ﹤0.01%
+25
31 32
33
34 35