MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.9B
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
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
401
$6K ﹤0.01%
+157
402
$6K ﹤0.01%
+108
403
$6K ﹤0.01%
+82
404
$6K ﹤0.01%
+62
405
$5K ﹤0.01%
+105
406
$5K ﹤0.01%
+80
407
$4K ﹤0.01%
+27
408
$4K ﹤0.01%
+192
409
$4K ﹤0.01%
+120
410
$4K ﹤0.01%
+120
411
$3K ﹤0.01%
+53
412
$3K ﹤0.01%
+69
413
$3K ﹤0.01%
+47
414
$3K ﹤0.01%
+99
415
$3K ﹤0.01%
+166
416
$3K ﹤0.01%
+37
417
$3K ﹤0.01%
+27
418
$3K ﹤0.01%
+23
419
$3K ﹤0.01%
+104
420
$3K ﹤0.01%
+100
421
$3K ﹤0.01%
+82
422
$2K ﹤0.01%
+16
423
$2K ﹤0.01%
+1
424
$2K ﹤0.01%
+31
425
$2K ﹤0.01%
+35
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