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
$128M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$8.72M
2 +$3.03M
3 +$1.94M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.82M
5
XOM icon
Exxon Mobil
XOM
+$1.58M

Top Sells

1 +$8.83M
2 +$4.63M
3 +$1.06M
4
UNT
UNIT Corporation
UNT
+$528K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$411K

Sector Composition

1 Healthcare 11.2%
2 Consumer Staples 11.03%
3 Technology 7.53%
4 Consumer Discretionary 6.61%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-104,567
102
-193,195
103
-9,005
104
-6,295