MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
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
401
$6K ﹤0.01%
+90
402
$6K ﹤0.01%
+62
403
$6K ﹤0.01%
+50
404
$6K ﹤0.01%
+140
405
$5K ﹤0.01%
+105
406
$5K ﹤0.01%
+80
407
$4K ﹤0.01%
+120
408
$4K ﹤0.01%
+120
409
$4K ﹤0.01%
+192
410
$4K ﹤0.01%
+27
411
$3K ﹤0.01%
+69
412
$3K ﹤0.01%
+53
413
$3K ﹤0.01%
+82
414
$3K ﹤0.01%
+100
415
$3K ﹤0.01%
+104
416
$3K ﹤0.01%
+23
417
$3K ﹤0.01%
+27
418
$3K ﹤0.01%
+37
419
$3K ﹤0.01%
+166
420
$3K ﹤0.01%
+99
421
$3K ﹤0.01%
+47
422
$2K ﹤0.01%
+300
423
$2K ﹤0.01%
+15
424
$2K ﹤0.01%
+45
425
$2K ﹤0.01%
+20
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