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
926
$1.01K ﹤0.01%
+50
927
$1.01K ﹤0.01%
+24
928
$1K ﹤0.01%
+13
929
$999 ﹤0.01%
+40
930
$995 ﹤0.01%
+14
931
$988 ﹤0.01%
+12
932
$987 ﹤0.01%
+10
933
$987 ﹤0.01%
+4
934
$974 ﹤0.01%
+17
935
$965 ﹤0.01%
+10
936
$952 ﹤0.01%
+91
937
$935 ﹤0.01%
+28
938
$935 ﹤0.01%
+14
939
$900 ﹤0.01%
+50
940
$884 ﹤0.01%
+15
941
$879 ﹤0.01%
+5
942
$861 ﹤0.01%
+57
943
$853 ﹤0.01%
+5
944
$840 ﹤0.01%
+38
945
$820 ﹤0.01%
+10
946
$815 ﹤0.01%
+41
947
$808 ﹤0.01%
+75
948
$805 ﹤0.01%
+2
949
$793 ﹤0.01%
+105
950
$769 ﹤0.01%
+115
36 37
38
39 40