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
426
$2K ﹤0.01%
+146
427
$2K ﹤0.01%
+46
428
$2K ﹤0.01%
+20
429
$2K ﹤0.01%
+45
430
$2K ﹤0.01%
+15
431
$2K ﹤0.01%
+300
432
$1K ﹤0.01%
+17
433
$1K ﹤0.01%
+45
434
$1K ﹤0.01%
+40
435
$1K ﹤0.01%
+20
436
$1K ﹤0.01%
+100
437
$1K ﹤0.01%
+43
438
$1K ﹤0.01%
+15
439
$1K ﹤0.01%
+45
14 15 16 17
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