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
$1.28B
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.49M
3
+$5.26M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.16M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Top Sells

1
+$9.17M
2
+$6.88M
3
+$4.96M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.01M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.71M

Sector Composition

1 Technology 6.95%
2 Consumer Discretionary 3.52%
3 Healthcare 3.3%
4 Consumer Staples 2.54%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.15M 0.25%
74,493
-2,525
77
$3.13M 0.24%
39,289
-62,298
78
$3.09M 0.24%
30,497
+3,484
79
$3.02M 0.24%
21,601
+1,884
80
$2.73M 0.21%
79,495
-782
81
$2.71M 0.21%
16,625
+403
82
$2.64M 0.21%
17,850
-1,257
83
$2.57M 0.2%
10,062
-439
84
$2.54M 0.2%
5,747
+164
85
$2.52M 0.2%
68,285
-4,735
86
$2.51M 0.2%
10,568
-791
87
$2.48M 0.19%
10,044
-2,350
88
$2.44M 0.19%
12,043
+172
89
$2.42M 0.19%
10,644
+677
90
$2.39M 0.19%
30,615
-9,113
91
$2.34M 0.18%
44,599
-17,219
92
$2.33M 0.18%
11,885
-8
93
$2.26M 0.18%
40,511
+1,122
94
$2.23M 0.17%
20,605
-2,462
95
$2.23M 0.17%
30,207
+3,808
96
$2.22M 0.17%
22,736
+3,682
97
$2.21M 0.17%
67,544
+8,693
98
$2.11M 0.16%
62,038
-9,409
99
$2.09M 0.16%
14,035
-2,167
100
$1.99M 0.16%
10,853
+730
2 3
4
5 6