MWA

Medallion Wealth Advisors 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
$298M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1 +$2.33M
2 +$1.63M
3 +$1.21M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$906K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$752K

Sector Composition

1 Technology 8.65%
2 Industrials 5.99%
3 Financials 4.02%
4 Consumer Discretionary 3.73%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BBY icon
751
Best Buy
BBY
$12.4B
$9.57K ﹤0.01%
143
ASX icon
752
ASE Group
ASX
$67.6B
$9.53K ﹤0.01%
592
SLYG icon
753
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.44B
$9.42K ﹤0.01%
100
TSN icon
754
Tyson Foods
TSN
$22.4B
$9.38K ﹤0.01%
160
RKT icon
755
Rocket Companies
RKT
$43.6B
$9.37K ﹤0.01%
484
CYBR
756
DELISTED
CyberArk
CYBR
$9.37K ﹤0.01%
21
+6
FNV icon
757
Franco-Nevada
FNV
$46.5B
$9.33K ﹤0.01%
45
MDYG icon
758
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.69B
$9.24K ﹤0.01%
100
GLIN icon
759
VanEck India Growth Leaders ETF
GLIN
$101M
$9.22K ﹤0.01%
200
KB icon
760
KB Financial Group
KB
$37.9B
$9.12K ﹤0.01%
106
TLN
761
Talen Energy Corp
TLN
$16.8B
$9K ﹤0.01%
24
CHTR icon
762
Charter Communications
CHTR
$24.7B
$8.98K ﹤0.01%
43
APO icon
763
Apollo Global Management
APO
$71.3B
$8.97K ﹤0.01%
62
FE icon
764
FirstEnergy
FE
$28.6B
$8.95K ﹤0.01%
200
SOFI icon
765
SoFi Technologies
SOFI
$23.9B
$8.88K ﹤0.01%
339
DLN icon
766
WisdomTree US LargeCap Dividend Fund
DLN
$5.92B
$8.81K ﹤0.01%
100
LGLV icon
767
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.14B
$8.78K ﹤0.01%
50
MTG icon
768
MGIC Investment
MTG
$6.24B
$8.77K ﹤0.01%
300
SAIC icon
769
Saic
SAIC
$4.04B
$8.66K ﹤0.01%
86
BKR icon
770
Baker Hughes
BKR
$67.8B
$8.65K ﹤0.01%
190
EPI icon
771
WisdomTree India Earnings Fund ETF
EPI
$2.21B
$8.63K ﹤0.01%
186
IVW icon
772
iShares S&P 500 Growth ETF
IVW
$70.6B
$8.63K ﹤0.01%
70
BEPC icon
773
Brookfield Renewable
BEPC
$7.38B
$8.63K ﹤0.01%
225
OSCR icon
774
Oscar Health
OSCR
$5.17B
$8.62K ﹤0.01%
600
SLDP icon
775
Solid Power
SLDP
$802M
$8.5K ﹤0.01%
2,000