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
276
$41K 0.01%
+1,235
277
$41K 0.01%
+808
278
$41K 0.01%
+540
279
$41K 0.01%
+2,500
280
$40K 0.01%
+200
281
$40K 0.01%
+293
282
$39K 0.01%
+781
283
$39K 0.01%
+191
284
$39K 0.01%
+400
285
$39K 0.01%
+2,409
286
$38K 0.01%
+650
287
$38K 0.01%
+1,600
288
$38K 0.01%
+366
289
$37K 0.01%
+350
290
$36K 0.01%
+671
291
$35K 0.01%
+617
292
$34K 0.01%
+960
293
$34K 0.01%
+1,825
294
$33K 0.01%
+1,152
295
$32K 0.01%
+339
296
$32K 0.01%
+488
297
$32K 0.01%
+445
298
$32K 0.01%
+1,493
299
$31K 0.01%
+750
300
$30K 0.01%
+113
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