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
251
$316K 0.02%
6,911
-2,054
252
$308K 0.02%
3,037
253
$308K 0.02%
888
-459
254
$306K 0.02%
2,461
-282
255
$303K 0.02%
12,000
-157
256
$303K 0.02%
1,471
-69
257
$292K 0.02%
732
258
$291K 0.02%
3,360
-938
259
$290K 0.02%
1,170
260
$288K 0.02%
4,926
+334
261
$285K 0.02%
6,292
+342
262
$284K 0.02%
2,192
263
$283K 0.02%
2,244
+1
264
$282K 0.02%
5,740
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265
$281K 0.02%
3,148
266
$279K 0.02%
9,913
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267
$276K 0.02%
11,712
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268
$270K 0.02%
481
269
$266K 0.02%
4,364
270
$264K 0.02%
2,292
-342
271
$262K 0.02%
270
-8
272
$256K 0.02%
9,258
273
$245K 0.02%
5,692
-12
274
$243K 0.02%
17,401
275
$238K 0.02%
4,720
-12