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
76
$470K 0.22%
3,180
77
$461K 0.21%
2,808
-1,203
78
$458K 0.21%
7,566
+75
79
$455K 0.21%
3,752
-157
80
$433K 0.2%
12,016
+403
81
$406K 0.19%
4,471
82
$403K 0.19%
1,758
83
$401K 0.19%
7,753
-720
84
$382K 0.18%
5,749
+791
85
$378K 0.18%
3,034
+280
86
$373K 0.17%
4,772
+407
87
$371K 0.17%
4,178
+259
88
$371K 0.17%
15,444
+1,305
89
$360K 0.17%
6,981
90
$349K 0.16%
1,304
+41
91
$342K 0.16%
9,111
+185
92
$339K 0.16%
4,369
-287
93
$339K 0.16%
4,986
+63
94
$318K 0.15%
4,150
+1,034
95
$318K 0.15%
2,828
+3
96
$315K 0.15%
7,229
+1,308
97
$306K 0.14%
4,042
-408
98
$295K 0.14%
4,027
+492
99
$290K 0.13%
5,956
+2
100
$290K 0.13%
6,980
-80
1 2 3
4
5