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
876
$1.78K ﹤0.01%
+124
877
$1.78K ﹤0.01%
+32
878
$1.74K ﹤0.01%
+23
879
$1.72K ﹤0.01%
+45
880
$1.72K ﹤0.01%
+38
881
$1.71K ﹤0.01%
+61
882
$1.69K ﹤0.01%
+250
883
$1.68K ﹤0.01%
+49
884
$1.62K ﹤0.01%
+99
885
$1.59K ﹤0.01%
+69
886
$1.57K ﹤0.01%
+600
887
$1.56K ﹤0.01%
+42
888
$1.55K ﹤0.01%
+89
889
$1.55K ﹤0.01%
+3
890
$1.55K ﹤0.01%
+20
891
$1.53K ﹤0.01%
+17
892
$1.53K ﹤0.01%
+36
893
$1.53K ﹤0.01%
+42
894
$1.5K ﹤0.01%
+94
895
$1.49K ﹤0.01%
+14
896
$1.46K ﹤0.01%
+40
897
$1.43K ﹤0.01%
+10
898
$1.41K ﹤0.01%
+24
899
$1.39K ﹤0.01%
+14
900
$1.39K ﹤0.01%
+15
34 35
36
37 38