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
$66.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.94M
3
+$2.77M
4
MCD icon
McDonald's
MCD
+$2.56M
5
AAPL icon
Apple
AAPL
+$2.38M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.32%
2 Consumer Discretionary 9.1%
3 Financials 8.76%
4 Technology 8.55%
5 Healthcare 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$926K 1.4%
+15,839
27
$858K 1.3%
+44,464
28
$842K 1.27%
+7,531
29
$826K 1.25%
+16,825
30
$664K 1%
+7,985
31
$654K 0.99%
+41,066
32
$521K 0.79%
+6,159
33
$512K 0.77%
+13,072
34
$495K 0.75%
+12,406
35
$480K 0.73%
+20,780
36
$464K 0.7%
+2,539
37
$458K 0.69%
+4,721
38
$439K 0.66%
+11,337
39
$437K 0.66%
+7,624
40
$370K 0.56%
+13,856
41
$357K 0.54%
+10,242
42
$336K 0.51%
+5,805
43
$332K 0.5%
+11,079
44
$310K 0.47%
+6,200
45
$299K 0.45%
+3,660
46
$294K 0.44%
+2,745
47
$291K 0.44%
+6,554
48
$288K 0.44%
+10,879
49
$275K 0.42%
+7,873
50
$275K 0.42%
+3,752
1
2
3