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
$1.18B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$4.88M
3 +$4.25M
4
OEF icon
iShares S&P 100 ETF
OEF
+$3.66M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.09M

Sector Composition

1 Technology 6.3%
2 Consumer Discretionary 3.73%
3 Healthcare 3.53%
4 Industrials 2.65%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-5,000