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
$1.34B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$6.01M
3 +$5.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.38M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.37M

Sector Composition

1 Technology 7.26%
2 Consumer Discretionary 4.05%
3 Healthcare 3.04%
4 Consumer Staples 2.42%
5 Financials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$230K 0.02%
2,000
277
$224K 0.02%
+1,075
278
$218K 0.02%
3,390
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4,500
-213
280
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+5,292
281
$211K 0.02%
3,388
-2,730
282
$209K 0.02%
5,929
283
$209K 0.02%
2,188
284
$206K 0.02%
+424
285
$205K 0.02%
+1,928
286
$201K 0.02%
12,500
287
$89K 0.01%
4,000
288
$21K ﹤0.01%
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289
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291
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292
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293
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294
-8,461
295
-27,200
296
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297
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298
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299
-53,294