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
826
$2.65K ﹤0.01%
+125
827
$2.61K ﹤0.01%
+200
828
$2.6K ﹤0.01%
+8
829
$2.58K ﹤0.01%
+15
830
$2.58K ﹤0.01%
+250
831
$2.56K ﹤0.01%
+100
832
$2.56K ﹤0.01%
+47
833
$2.5K ﹤0.01%
+108
834
$2.47K ﹤0.01%
+80
835
$2.45K ﹤0.01%
+31
836
$2.44K ﹤0.01%
+27
837
$2.42K ﹤0.01%
+32
838
$2.41K ﹤0.01%
+40
839
$2.39K ﹤0.01%
+69
840
$2.35K ﹤0.01%
+28
841
$2.32K ﹤0.01%
+20
842
$2.31K ﹤0.01%
+20
843
$2.27K ﹤0.01%
+100
844
$2.26K ﹤0.01%
+19
845
$2.26K ﹤0.01%
+20
846
$2.22K ﹤0.01%
+100
847
$2.21K ﹤0.01%
+12
848
$2.2K ﹤0.01%
+100
849
$2.18K ﹤0.01%
+50
850
$2.17K ﹤0.01%
+8
32 33
34
35 36