MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.71M
3
+$1.46M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$710K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$635K

Top Sells

1
+$1.82M
2
+$1.55M
3
+$1.49M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$331K
5
ABT icon
Abbott
ABT
+$246K

Sector Composition

1 Consumer Staples 11.95%
2 Healthcare 8.36%
3 Industrials 6.56%
4 Consumer Discretionary 6.44%
5 Technology 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,000
2 3 4 5
6