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
$291M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.61M
3
+$1.74M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
UBSI icon
United Bankshares
UBSI
+$1.4M

Top Sells

1
+$2.13M
2
+$1.47M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$683K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$590K

Sector Composition

1 Consumer Staples 9.67%
2 Healthcare 8.51%
3 Technology 6.58%
4 Consumer Discretionary 5.88%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.52%
8,806
-523
52
$1.44M 0.49%
18,705
-2,647
53
$1.41M 0.48%
16,296
+4,238
54
$1.36M 0.47%
18,767
+2,005
55
$1.36M 0.47%
22,566
-2,798
56
$1.31M 0.45%
44,566
+4,973
57
$1.3M 0.45%
+103,739
58
$1.25M 0.43%
8,974
+666
59
$1.24M 0.43%
14,466
+2,371
60
$1.2M 0.41%
11,374
-688
61
$1.18M 0.41%
6,708
+110
62
$1.06M 0.37%
+31,884
63
$1.02M 0.35%
18,532
-2,735
64
$978K 0.34%
9,144
-1,328
65
$973K 0.33%
18,480
+100
66
$903K 0.31%
3,382
-151
67
$902K 0.31%
26,263
-2,847
68
$893K 0.31%
+3
69
$866K 0.3%
6,385
-232
70
$848K 0.29%
6,204
-2,190
71
$820K 0.28%
9,196
-129
72
$804K 0.28%
18,780
73
$791K 0.27%
13,520
+300
74
$782K 0.27%
5,329
+583
75
$776K 0.27%
11,131
+1,833
1 2
3
4 5