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
901
$1.39K ﹤0.01%
+326
902
$1.37K ﹤0.01%
+15
903
$1.34K ﹤0.01%
+5
904
$1.33K ﹤0.01%
+74
905
$1.27K ﹤0.01%
+24
906
$1.27K ﹤0.01%
+323
907
$1.26K ﹤0.01%
+15
908
$1.26K ﹤0.01%
+30
909
$1.25K ﹤0.01%
+6
910
$1.24K ﹤0.01%
+56
911
$1.23K ﹤0.01%
+52
912
$1.19K ﹤0.01%
+30
913
$1.18K ﹤0.01%
+10
914
$1.13K ﹤0.01%
+65
915
$1.12K ﹤0.01%
+40
916
$1.12K ﹤0.01%
+25
917
$1.12K ﹤0.01%
+1,000
918
$1.1K ﹤0.01%
+87
919
$1.09K ﹤0.01%
+161
920
$1.05K ﹤0.01%
+35
921
$1.04K ﹤0.01%
+2,800
922
$1.04K ﹤0.01%
+12
923
$1.03K ﹤0.01%
+42
924
$1.02K ﹤0.01%
+510
925
$1.02K ﹤0.01%
+30
35 36
37
38 39