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
$1.13B
AUM Growth
-$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Sells

1 +$26.9M
2 +$24.1M
3 +$13.3M
4
ARKK icon
ARK Innovation ETF
ARKK
+$12.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.78M

Sector Composition

1 Technology 6.47%
2 Healthcare 3.57%
3 Consumer Discretionary 3.5%
4 Consumer Staples 2.6%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-2,556
302
-3,584
303
-2,366
304
-784
305
-1,448
306
-2,512
307
-2,837
308
-6,141
309
-4,407