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
$1.28B
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.49M
3
+$5.26M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1
+$9.17M
2
+$6.88M
3
+$4.96M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.01M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.71M

Sector Composition

1 Technology 6.95%
2 Consumer Discretionary 3.52%
3 Healthcare 3.3%
4 Consumer Staples 2.54%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$267K 0.02%
3,514
-156
252
$263K 0.02%
3,914
-196
253
$261K 0.02%
5,014
-173
254
$260K 0.02%
11,938
-12,716
255
$259K 0.02%
6,158
-290
256
$253K 0.02%
+11,119
257
$252K 0.02%
+1,840
258
$251K 0.02%
2,952
-310
259
$250K 0.02%
1,353
260
$249K 0.02%
2,899
-88
261
$245K 0.02%
7,600
262
$241K 0.02%
2,411
-415
263
$240K 0.02%
1,448
+11
264
$235K 0.02%
15,497
+2,997
265
$235K 0.02%
6,141
+1
266
$234K 0.02%
5,292
267
$233K 0.02%
4,117
-2,913
268
$232K 0.02%
3,179
-209
269
$232K 0.02%
3,584
-269
270
$229K 0.02%
4,176
-20
271
$228K 0.02%
920
-238
272
$228K 0.02%
1,238
273
$227K 0.02%
2,903
274
$222K 0.02%
2,366
-1,146
275
$216K 0.02%
+784
9 10
11
12 13