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
351
$15K ﹤0.01%
+117
352
$15K ﹤0.01%
+545
353
$15K ﹤0.01%
+86
354
$14K ﹤0.01%
+264
355
$14K ﹤0.01%
+340
356
$14K ﹤0.01%
+551
357
$14K ﹤0.01%
+407
358
$14K ﹤0.01%
+280
359
$14K ﹤0.01%
+88
360
$14K ﹤0.01%
+485
361
$13K ﹤0.01%
+51
362
$13K ﹤0.01%
+82
363
$12K ﹤0.01%
+213
364
$12K ﹤0.01%
+153
365
$12K ﹤0.01%
+425
366
$12K ﹤0.01%
+237
367
$12K ﹤0.01%
+480
368
$12K ﹤0.01%
+935
369
$12K ﹤0.01%
+207
370
$12K ﹤0.01%
+300
371
$11K ﹤0.01%
+262
372
$11K ﹤0.01%
+112
373
$11K ﹤0.01%
+217
374
$11K ﹤0.01%
+274
375
$11K ﹤0.01%
+332
13 14
15
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