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
301
$30K 0.01%
+570
302
$29K 0.01%
+456
303
$28K 0.01%
+300
304
$28K 0.01%
+288
305
$28K 0.01%
+278
306
$27K 0.01%
+200
307
$26K 0.01%
+1,200
308
$26K 0.01%
+240
309
$26K 0.01%
+660
310
$26K 0.01%
+1,260
311
$26K 0.01%
+1,810
312
$26K 0.01%
+400
313
$25K 0.01%
+136
314
$24K 0.01%
+365
315
$24K 0.01%
+329
316
$23K 0.01%
+35
317
$23K 0.01%
+200
318
$23K 0.01%
+900
319
$22K 0.01%
+300
320
$21K 0.01%
+469
321
$21K 0.01%
+1,200
322
$21K 0.01%
+340
323
$21K 0.01%
+400
324
$21K 0.01%
+145
325
$20K 0.01%
+1,000
11 12
13
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