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
851
$2.08K ﹤0.01%
+18
852
$2.07K ﹤0.01%
+1,680
853
$2.05K ﹤0.01%
+75
854
$2.01K ﹤0.01%
+24
855
$2K ﹤0.01%
+69
856
$1.98K ﹤0.01%
+80
857
$1.98K ﹤0.01%
+100
858
$1.95K ﹤0.01%
+800
859
$1.94K ﹤0.01%
+112
860
$1.94K ﹤0.01%
+172
861
$1.94K ﹤0.01%
+250
862
$1.93K ﹤0.01%
+22
863
$1.91K ﹤0.01%
+22
864
$1.9K ﹤0.01%
+17
865
$1.89K ﹤0.01%
+700
866
$1.89K ﹤0.01%
+65
867
$1.89K ﹤0.01%
+67
868
$1.86K ﹤0.01%
+56
869
$1.86K ﹤0.01%
+40
870
$1.85K ﹤0.01%
+16
871
$1.84K ﹤0.01%
+21
872
$1.78K ﹤0.01%
+50
873
$1.78K ﹤0.01%
+179
874
$1.78K ﹤0.01%
+3
875
$1.78K ﹤0.01%
+600
33 34
35
36 37