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
251
$56K 0.02%
+1,350
252
$56K 0.02%
+854
253
$55K 0.02%
+450
254
$54K 0.02%
+1,730
255
$54K 0.02%
+2,240
256
$54K 0.02%
+987
257
$52K 0.02%
+520
258
$51K 0.02%
+1,250
259
$51K 0.02%
+580
260
$50K 0.02%
+960
261
$49K 0.02%
+345
262
$48K 0.02%
+300
263
$48K 0.02%
+456
264
$47K 0.02%
+550
265
$47K 0.02%
+274
266
$46K 0.02%
+334
267
$46K 0.02%
+850
268
$46K 0.02%
+215
269
$45K 0.01%
+200
270
$45K 0.01%
+1,184
271
$45K 0.01%
+1,080
272
$45K 0.01%
+305
273
$43K 0.01%
+946
274
$42K 0.01%
+650
275
$41K 0.01%
+3,200
9 10
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