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
$408M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$11.3M
3
+$9.83M
4
ACN icon
Accenture
ACN
+$1.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.1M

Top Sells

1
+$23.1M
2
+$13.9M
3
+$8.09M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.36M
5
BLK icon
Blackrock
BLK
+$1.25M

Sector Composition

1 Technology 12.62%
2 Healthcare 7.26%
3 Consumer Discretionary 6.6%
4 Consumer Staples 5.26%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$423K 0.1%
2,704
+815
102
$418K 0.1%
4,477
+5
103
$409K 0.1%
2,124
-465
104
$402K 0.1%
5,012
+6
105
$400K 0.1%
5,790
106
$387K 0.09%
2,270
-235
107
$367K 0.09%
2,593
108
$367K 0.09%
8,170
-126
109
$358K 0.09%
+5,503
110
$322K 0.08%
4,390
111
$306K 0.08%
4,893
112
$294K 0.07%
5,745
-2,442
113
$291K 0.07%
21,876
114
$284K 0.07%
4,244
+12
115
$283K 0.07%
3,396
+57
116
$276K 0.07%
3,946
-649
117
$275K 0.07%
2,118
-86
118
$271K 0.07%
3,581
+41
119
$267K 0.07%
1
120
$265K 0.06%
3,320
-957
121
$262K 0.06%
4,575
-15,568
122
$261K 0.06%
+3,920
123
$258K 0.06%
2,300
124
$257K 0.06%
+3,640
125
$253K 0.06%
9,506
-294
2 3 4
5
6