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
76
$771K 0.27%
72,498
+3,564
77
$754K 0.26%
4,780
-78
78
$741K 0.25%
13,372
+1,178
79
$721K 0.25%
13,627
-14
80
$712K 0.24%
21,630
+3,285
81
$684K 0.24%
9,575
+2,301
82
$667K 0.23%
14,452
+2,677
83
$664K 0.23%
7,145
+1,689
84
$661K 0.23%
6,839
-10
85
$631K 0.22%
3,844
-1,697
86
$631K 0.22%
16,469
+2,842
87
$623K 0.21%
4,976
-1,774
88
$605K 0.21%
15,315
-9,682
89
$593K 0.2%
8,060
+4,162
90
$576K 0.2%
3,000
91
$562K 0.19%
1,094
+282
92
$516K 0.18%
7,369
+275
93
$501K 0.17%
8,010
+9
94
$497K 0.17%
3,272
-1,440
95
$472K 0.16%
12,973
-7,887
96
$458K 0.16%
33,496
-15,952
97
$442K 0.15%
8,440
+440
98
$440K 0.15%
+21,876
99
$438K 0.15%
2,521
-174
100
$434K 0.15%
2,870
+37
2 3
4
5 6