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
951
$765 ﹤0.01%
+9
952
$752 ﹤0.01%
+59
953
$748 ﹤0.01%
+24
954
$740 ﹤0.01%
+37
955
$700 ﹤0.01%
+8
956
$692 ﹤0.01%
+256
957
$690 ﹤0.01%
+49
958
$690 ﹤0.01%
+18
959
$656 ﹤0.01%
+44
960
$638 ﹤0.01%
+170
961
$614 ﹤0.01%
+25
962
$610 ﹤0.01%
+12
963
$606 ﹤0.01%
+159
964
$592 ﹤0.01%
+13
965
$587 ﹤0.01%
+11
966
$586 ﹤0.01%
+242
967
$583 ﹤0.01%
+24
968
$557 ﹤0.01%
+22
969
$487 ﹤0.01%
+4
970
$486 ﹤0.01%
+14
971
$466 ﹤0.01%
+19
972
$450 ﹤0.01%
+30
973
$438 ﹤0.01%
+9
974
$430 ﹤0.01%
+172
975
$395 ﹤0.01%
+16
37 38
39
40 41