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
$1.18B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.88M
3
+$4.25M
4
OEF icon
iShares S&P 100 ETF
OEF
+$3.66M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.09M

Top Sells

1
+$4.78M
2
+$3.81M
3
+$2.44M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.83M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.76M

Sector Composition

1 Technology 6.3%
2 Consumer Discretionary 3.73%
3 Healthcare 3.53%
4 Industrials 2.65%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.97M 0.42%
32,774
+811
52
$4.87M 0.41%
104,816
-6,002
53
$4.83M 0.41%
13,200
-199
54
$4.78M 0.4%
19,251
+44
55
$4.6M 0.39%
21,579
-450
56
$4.59M 0.39%
24,371
+3,423
57
$4.49M 0.38%
13,767
+86
58
$4.32M 0.37%
28,493
-332
59
$4.25M 0.36%
+96,570
60
$4.25M 0.36%
35,035
+3,843
61
$4.22M 0.36%
38,419
-1,141
62
$4.2M 0.36%
26,463
-1,286
63
$4.2M 0.36%
127,355
+52,055
64
$3.9M 0.33%
7,007
+1,298
65
$3.87M 0.33%
77,264
+57,081
66
$3.86M 0.33%
46,212
-7,133
67
$3.79M 0.32%
109,892
-2,384
68
$3.76M 0.32%
57,296
+36,789
69
$3.66M 0.31%
+21,439
70
$3.64M 0.31%
27,117
+2,419
71
$3.59M 0.3%
20,002
+314
72
$3.56M 0.3%
38,952
+185
73
$3.54M 0.3%
43,150
+6,125
74
$3.34M 0.28%
20,688
+1,222
75
$3.29M 0.28%
64,161
+3,412
1 2
3
4 5