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
$371M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$687K
4
CACI icon
CACI
CACI
+$354K
5
MPC icon
Marathon Petroleum
MPC
+$354K

Top Sells

1
+$1.5M
2
+$530K
3
+$351K
4
CLX icon
Clorox
CLX
+$309K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$263K

Sector Composition

1 Technology 10.65%
2 Consumer Discretionary 8.17%
3 Healthcare 6.94%
4 Consumer Staples 6.16%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$354K 0.1%
+6,342
127
$350K 0.09%
2,628
-13
128
$347K 0.09%
2,586
-24
129
$330K 0.09%
10,446
+7
130
$321K 0.09%
3,635
+190
131
$319K 0.09%
4,457
132
$318K 0.09%
1
133
$301K 0.08%
2,300
134
$292K 0.08%
4,915
+22
135
$291K 0.08%
3,536
-497
136
$290K 0.08%
5,469
137
$285K 0.08%
3,235
+323
138
$270K 0.07%
4,430
-22
139
$266K 0.07%
+2,000
140
$250K 0.07%
3,699
+209
141
$250K 0.07%
1,666
-516
142
$246K 0.07%
4,484
+427
143
$239K 0.06%
4,386
+432
144
$239K 0.06%
+2,072
145
$233K 0.06%
+3,920
146
$222K 0.06%
+2,926
147
$216K 0.06%
+1,861
148
$215K 0.06%
4,868
+100
149
$214K 0.06%
2,931
-348
150
$212K 0.06%
4,189
3 4 5
6
7