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MWA
Medallion Wealth Advisors Portfolio holdings
AUM
$306M
1-Year Est. Return
16.91%
This Fund
S&P 500
1 Year Est. Return
+16.91%
AUM
$306M
AUM Growth
+$8.65M
(+2.9%)
Holding
1,164
Top Buys
| 1 | +$2.1M | |
| 2 | +$1.43M | |
| 3 | +$1.11M | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$985K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$816K |
Top Sells
| 1 | +$1.16M | |
| 2 | +$951K | |
| 3 | +$861K | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$536K |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$394K |
Sector Composition
| 1 | Technology | 8.73% |
| 2 | Industrials | 6.19% |
| 3 | Financials | 3.64% |
| 4 | Consumer Discretionary | 3.35% |
| 5 | Consumer Staples | 2.75% |
