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
$1.5B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.61%
2 Consumer Discretionary 3.86%
3 Industrials 3.71%
4 Healthcare 3.17%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$401K 0.03%
14,443
-427
227
$392K 0.03%
4,023
-12
228
$390K 0.03%
4,704
-1,921
229
$389K 0.03%
6,711
-104
230
$389K 0.03%
10,529
+9
231
$385K 0.03%
4,467
-68
232
$380K 0.03%
5,919
-75
233
$379K 0.03%
2,699
234
$378K 0.03%
21,460
+114
235
$367K 0.02%
9,800
236
$367K 0.02%
1,625
+2
237
$366K 0.02%
3,577
+431
238
$359K 0.02%
8,743
-1,452
239
$356K 0.02%
8,831
+696
240
$352K 0.02%
8,422
-529
241
$351K 0.02%
5,185
-14
242
$350K 0.02%
8,192
+170
243
$349K 0.02%
1,516
244
$344K 0.02%
567
245
$342K 0.02%
1,341
+2
246
$338K 0.02%
405
247
$337K 0.02%
1,990
248
$335K 0.02%
3,835
-385
249
$332K 0.02%
7,908
+2,438
250
$321K 0.02%
1,650
-60