MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.63%
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
+$1.86M
2
+$1.74M
3
+$1.65M
4
AAPL icon
Apple
AAPL
+$1.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.55M

Top Sells

1
+$1.79M
2
+$1.76M
3
+$1.62M
4
UHS icon
Universal Health Services
UHS
+$1.54M
5
HSY icon
Hershey
HSY
+$1.46M

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
326
$20K 0.01%
+86
327
$20K 0.01%
+78
328
$19K 0.01%
+201
329
$19K 0.01%
+400
330
$19K 0.01%
+139
331
$19K 0.01%
+140
332
$19K 0.01%
+164
333
$19K 0.01%
+619
334
$19K 0.01%
+595
335
$19K 0.01%
+1,098
336
$18K 0.01%
+320
337
$18K 0.01%
+346
338
$18K 0.01%
+290
339
$17K 0.01%
+139
340
$17K 0.01%
385
-3,515
341
$16K 0.01%
+590
342
$16K 0.01%
+700
343
$16K 0.01%
+250
344
$16K 0.01%
+100
345
$16K 0.01%
+360
346
$16K 0.01%
+1,289
347
$16K 0.01%
+624
348
$16K 0.01%
+626
349
$15K ﹤0.01%
+2,300
350
$15K ﹤0.01%
+545
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