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
$306M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.73M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.56M
5
EAT icon
Brinker International
EAT
+$1.54M

Top Sells

1
+$1.82M
2
+$1.66M
3
+$1.59M
4
UHS icon
Universal Health Services
UHS
+$1.54M
5
HSY icon
Hershey
HSY
+$1.4M

Sector Composition

1 Technology 8.91%
2 Consumer Staples 7.43%
3 Consumer Discretionary 7.23%
4 Healthcare 6.86%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$794K 0.26%
15,245
+793
77
$786K 0.26%
74,772
+2,274
78
$784K 0.26%
18,780
79
$772K 0.25%
8,597
-20,318
80
$759K 0.25%
7,665
-14,161
81
$740K 0.24%
17,256
+787
82
$738K 0.24%
13,892
+520
83
$714K 0.23%
6,257
+1,281
84
$695K 0.23%
7,919
+774
85
$686K 0.22%
5,244
-960
86
$677K 0.22%
10,857
+1,282
87
$655K 0.21%
13,700
+73
88
$625K 0.2%
7,184
+2,284
89
$613K 0.2%
1,132
+38
90
$600K 0.2%
7,950
+2,584
91
$571K 0.19%
3,589
-255
92
$545K 0.18%
18,384
-3,246
93
$532K 0.17%
8,011
+1
94
$513K 0.17%
7,481
-579
95
$503K 0.16%
7,236
-133
96
$497K 0.16%
2,834
-36
97
$463K 0.15%
6,232
+1,303
98
$455K 0.15%
6,593
-23,098
99
$440K 0.14%
10,134
+1,127
100
$437K 0.14%
3,693
-12,983
2 3
4
5 6