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
351
$15K ﹤0.01%
+86
352
$15K ﹤0.01%
+152
353
$15K ﹤0.01%
+117
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%
+184
370
$12K ﹤0.01%
+300
371
$11K ﹤0.01%
+112
372
$11K ﹤0.01%
+217
373
$11K ﹤0.01%
+274
374
$11K ﹤0.01%
+332
375
$11K ﹤0.01%
+262
13 14
15
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