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
51
$266K 0.4%
+9,500
52
$259K 0.39%
+6,264
53
$255K 0.39%
+4,967
54
$243K 0.37%
+3,141
55
$239K 0.36%
+10,115
56
$235K 0.36%
+1,460
57
$231K 0.35%
+2,199
58
$231K 0.35%
+2,087
59
$230K 0.35%
+4,563
60
$229K 0.35%
+2,781
61
$226K 0.34%
+2,630
62
$226K 0.34%
+2,452
63
$224K 0.34%
+4,904
64
$222K 0.34%
+5,223
65
$219K 0.33%
+9,000
66
$213K 0.32%
+3,731
67
$212K 0.32%
+1,862
68
$209K 0.32%
+1,305
69
$207K 0.31%
+26,829
70
$85K 0.13%
+10,811
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