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
951
$2.09K ﹤0.01%
49
952
$2.05K ﹤0.01%
24
953
$2.05K ﹤0.01%
70
954
$2.04K ﹤0.01%
250
955
$2.02K ﹤0.01%
31
956
$1.98K ﹤0.01%
65
957
$1.98K ﹤0.01%
179
958
$1.97K ﹤0.01%
32
959
$1.95K ﹤0.01%
21
960
$1.94K ﹤0.01%
73
961
$1.93K ﹤0.01%
23
962
$1.92K ﹤0.01%
38
963
$1.91K ﹤0.01%
50
964
$1.89K ﹤0.01%
68
965
$1.85K ﹤0.01%
12
966
$1.84K ﹤0.01%
73
+4
967
$1.84K ﹤0.01%
15
968
$1.8K ﹤0.01%
83
969
$1.8K ﹤0.01%
172
970
$1.77K ﹤0.01%
17
971
$1.75K ﹤0.01%
75
972
$1.7K ﹤0.01%
47
+1
973
$1.69K ﹤0.01%
161
974
$1.67K ﹤0.01%
1,680
975
$1.67K ﹤0.01%
136
37 38
39
40 41