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
$215M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$753K
3
+$376K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$369K
5
BDX icon
Becton Dickinson
BDX
+$285K

Top Sells

1
+$263K
2
+$241K
3
+$198K
4
AAPL icon
Apple
AAPL
+$152K
5
GE icon
GE Aerospace
GE
+$127K

Sector Composition

1 Consumer Staples 11.74%
2 Healthcare 8.1%
3 Industrials 6.55%
4 Technology 6.51%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.48%
11,645
+3
52
$986K 0.46%
7,604
-103
53
$943K 0.44%
29,058
-711
54
$919K 0.43%
7,625
+4
55
$917K 0.43%
6,452
+177
56
$882K 0.41%
7,084
+68
57
$877K 0.41%
6,144
-889
58
$837K 0.39%
3,550
+37
59
$815K 0.38%
25,984
+661
60
$812K 0.38%
18,852
61
$804K 0.37%
12,209
-91
62
$786K 0.37%
9,475
+670
63
$767K 0.36%
18,100
+1,220
64
$761K 0.35%
18,007
+513
65
$725K 0.34%
14,876
+1,241
66
$716K 0.33%
4,300
+2
67
$640K 0.3%
12,611
+85
68
$631K 0.29%
5,873
-366
69
$598K 0.28%
5,154
+3
70
$570K 0.26%
12,860
+800
71
$548K 0.25%
7,994
-220
72
$534K 0.25%
4,055
-33
73
$519K 0.24%
7,262
+6
74
$514K 0.24%
3,063
+20
75
$502K 0.23%
9,010
-167
1 2
3
4 5