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
$291M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.61M
3
+$1.74M
4
CAT icon
Caterpillar
CAT
+$1.54M
5
UBSI icon
United Bankshares
UBSI
+$1.4M

Top Sells

1
+$2.13M
2
+$1.47M
3
+$1.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$683K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$590K

Sector Composition

1 Consumer Staples 9.67%
2 Healthcare 8.51%
3 Technology 6.58%
4 Consumer Discretionary 5.88%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.1%
+3,748
127
$297K 0.1%
+11,552
128
$291K 0.1%
3,856
-782
129
$288K 0.1%
5,358
+350
130
$288K 0.1%
8,649
-1,779
131
$288K 0.1%
+9,396
132
$283K 0.1%
7,072
-2,081
133
$275K 0.09%
2,300
-16
134
$273K 0.09%
1,898
-53
135
$260K 0.09%
1,486
+65
136
$259K 0.09%
3,082
+7
137
$258K 0.09%
+1,269
138
$257K 0.09%
4,768
139
$233K 0.08%
+1,503
140
$233K 0.08%
+13,749
141
$232K 0.08%
2,778
-1,570
142
$232K 0.08%
5,696
143
$231K 0.08%
3,900
-625
144
$226K 0.08%
3,122
+2
145
$225K 0.08%
+3,329
146
$222K 0.08%
3,887
+119
147
$219K 0.08%
8,193
148
$218K 0.08%
+1,865
149
$217K 0.07%
12,806
-2,075
150
$210K 0.07%
+6,950
3 4 5
6
7