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
976
$371 ﹤0.01%
+125
977
$367 ﹤0.01%
+80
978
$365 ﹤0.01%
+26
979
$364 ﹤0.01%
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980
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+4
981
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982
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+2
983
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+4
984
$224 ﹤0.01%
+8
985
$204 ﹤0.01%
+6
986
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987
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988
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989
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990
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991
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992
$137 ﹤0.01%
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994
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995
$102 ﹤0.01%
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996
$96 ﹤0.01%
+5
997
$94 ﹤0.01%
+2
998
$92 ﹤0.01%
+43
999
$83 ﹤0.01%
+3
1000
$75 ﹤0.01%
+50
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