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
$259M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,134
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.32M
3
+$1.45M
4
CSX icon
CSX Corp
CSX
+$1.35M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.15M

Top Sells

1
+$871K
2
+$643K
3
+$535K
4
ARKK icon
ARK Innovation ETF
ARKK
+$267K
5
UI icon
Ubiquiti
UI
+$255K

Sector Composition

1 Technology 8.28%
2 Industrials 6.73%
3 Financials 4.2%
4 Consumer Discretionary 4.18%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3.86K ﹤0.01%
136
877
$3.82K ﹤0.01%
27
+10
878
$3.81K ﹤0.01%
90
879
$3.81K ﹤0.01%
47
880
$3.76K ﹤0.01%
25
881
$3.73K ﹤0.01%
800
882
$3.7K ﹤0.01%
48
-12
883
$3.63K ﹤0.01%
84
884
$3.61K ﹤0.01%
2,437
-332
885
$3.6K ﹤0.01%
125
886
$3.57K ﹤0.01%
74
887
$3.54K ﹤0.01%
75
888
$3.54K ﹤0.01%
+166
889
$3.51K ﹤0.01%
10
890
$3.5K ﹤0.01%
83
891
$3.5K ﹤0.01%
341
892
$3.47K ﹤0.01%
17
893
$3.44K ﹤0.01%
30
894
$3.43K ﹤0.01%
88
-140
895
$3.42K ﹤0.01%
23
896
$3.41K ﹤0.01%
131
897
$3.38K ﹤0.01%
197
898
$3.34K ﹤0.01%
+400
899
$3.33K ﹤0.01%
63
900
$3.31K ﹤0.01%
263
34 35
36
37 38