MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.8B
1-Year Est. Return 13.55%
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.73M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.56M
5
EAT icon
Brinker International
EAT
+$1.54M

Top Sells

1
+$1.82M
2
+$1.66M
3
+$1.59M
4
UHS icon
Universal Health Services
UHS
+$1.54M
5
HSY icon
Hershey
HSY
+$1.4M

Sector Composition

1 Technology 8.91%
2 Consumer Staples 7.43%
3 Consumer Discretionary 7.23%
4 Healthcare 6.86%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$76K 0.02%
+1,500
227
$76K 0.02%
+1,872
228
$74K 0.02%
+950
229
$74K 0.02%
+3,280
230
$72K 0.02%
+1,050
231
$72K 0.02%
+827
232
$72K 0.02%
+329
233
$72K 0.02%
+460
234
$70K 0.02%
+1,158
235
$70K 0.02%
+2,800
236
$69K 0.02%
+1,113
237
$68K 0.02%
+1,224
238
$68K 0.02%
+1,200
239
$67K 0.02%
+1,762
240
$67K 0.02%
+11,560
241
$67K 0.02%
+924
242
$63K 0.02%
+669
243
$62K 0.02%
+3,797
244
$61K 0.02%
+253
245
$61K 0.02%
+433
246
$61K 0.02%
+1,190
247
$60K 0.02%
+3,880
248
$58K 0.02%
+468
249
$57K 0.02%
+782
250
$56K 0.02%
+3,000
8 9
10
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