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
$306M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.73M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.56M
5
EAT icon
Brinker International
EAT
+$1.54M

Top Sells

1
+$1.82M
2
+$1.66M
3
+$1.59M
4
UHS icon
Universal Health Services
UHS
+$1.54M
5
HSY icon
Hershey
HSY
+$1.4M

Sector Composition

1 Technology 8.91%
2 Consumer Staples 7.43%
3 Consumer Discretionary 7.23%
4 Healthcare 6.86%
5 Industrials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$319K 0.1%
3,673
-73
127
$309K 0.1%
4,000
128
$308K 0.1%
10,438
+1,789
129
$307K 0.1%
8,992
+1,920
130
$293K 0.1%
+4,283
131
$291K 0.1%
5,596
+238
132
$278K 0.09%
3,593
+511
133
$276K 0.09%
11,551
-1
134
$269K 0.09%
+5,790
135
$269K 0.09%
8,993
+2,043
136
$266K 0.09%
2,283
+418
137
$264K 0.09%
6,723
-709
138
$264K 0.09%
+3,160
139
$259K 0.08%
1,503
140
$256K 0.08%
2,300
141
$253K 0.08%
4,100
-763
142
$249K 0.08%
+3,880
143
$246K 0.08%
4,768
144
$244K 0.08%
1,897
-1
145
$244K 0.08%
3,918
146
$228K 0.07%
13,915
+1,109
147
$223K 0.07%
+4,893
148
$223K 0.07%
+4,363
149
$222K 0.07%
13,749
150
$221K 0.07%
+4,940
4 5
6
7 8