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
201
$176K 0.09%
+2,470
202
$176K 0.09%
+5,347
203
$175K 0.09%
+3,464
204
$172K 0.09%
+1,901
205
$172K 0.09%
+1,005
206
$168K 0.08%
+1,153
207
$167K 0.08%
+5,725
208
$163K 0.08%
+872
209
$163K 0.08%
+1,825
210
$163K 0.08%
+2,869
211
$163K 0.08%
+1,495
212
$163K 0.08%
+461
213
$161K 0.08%
+4,334
214
$160K 0.08%
+1,750
215
$159K 0.08%
+6,096
216
$157K 0.08%
+1,164
217
$156K 0.08%
+822
218
$154K 0.08%
+1,703
219
$153K 0.08%
+962
220
$153K 0.08%
+4,521
221
$153K 0.08%
+8,315
222
$153K 0.08%
+828
223
$152K 0.08%
+4,794
224
$152K 0.08%
+1,948
225
$149K 0.07%
+1,882