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
$198M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$1.75M
3 +$1.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$741K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$650K

Top Sells

1 +$1.76M
2 +$1.55M
3 +$1.48M
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