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
276
$236K 0.02%
1,097
-100
277
$236K 0.02%
2,955
278
$230K 0.02%
2,347
279
$229K 0.02%
3,127
280
$227K 0.02%
+2,250
281
$225K 0.02%
2,460
+111
282
$225K 0.02%
3,009
283
$225K 0.02%
6,080
284
$224K 0.02%
4,720
285
$223K 0.01%
2,397
286
$221K 0.01%
5,270
-340
287
$219K 0.01%
+5,829
288
$216K 0.01%
+9,627
289
$210K 0.01%
+7,245
290
$207K 0.01%
14,897
291
$206K 0.01%
+575
292
$204K 0.01%
+393
293
$203K 0.01%
+3,525
294
$203K 0.01%
+3,495
295
$202K 0.01%
+2,223
296
$187K 0.01%
11,938
297
$131K 0.01%
3,381
-90
298
$23.7K ﹤0.01%
10,000
299
-2,010
300
-1,631