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
$408M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$11.3M
3
+$9.83M
4
ACN icon
Accenture
ACN
+$1.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.1M

Top Sells

1
+$23.1M
2
+$13.9M
3
+$8.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.36M
5
BLK icon
Blackrock
BLK
+$1.25M

Sector Composition

1 Technology 12.62%
2 Healthcare 7.26%
3 Consumer Discretionary 6.6%
4 Consumer Staples 5.26%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.41%
72,927
+6,274
52
$1.66M 0.41%
11,770
-448
53
$1.65M 0.4%
35,422
+4,675
54
$1.6M 0.39%
26,718
+3,743
55
$1.55M 0.38%
28,156
+11,899
56
$1.52M 0.37%
12,667
+616
57
$1.51M 0.37%
4,892
+951
58
$1.5M 0.37%
11,519
+91
59
$1.42M 0.35%
4,368
-30
60
$1.41M 0.35%
45,406
+2,249
61
$1.34M 0.33%
14,231
-754
62
$1.3M 0.32%
19,275
-487
63
$1.19M 0.29%
9,378
+1,133
64
$1.14M 0.28%
15,861
+287
65
$1.11M 0.27%
4,874
66
$1.1M 0.27%
14,029
-7,961
67
$1.1M 0.27%
4,553
+2,758
68
$1.05M 0.26%
8,301
+288
69
$1.03M 0.25%
+11,586
70
$996K 0.24%
2,730
+1,510
71
$991K 0.24%
80,238
-438
72
$988K 0.24%
7,160
+2,180
73
$987K 0.24%
8,848
-447
74
$951K 0.23%
5,805
-2,913
75
$948K 0.23%
21,223
+2,200
1 2
3
4 5