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MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
-$93.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$8.27M
3
+$5.23M
4
SPGI icon
S&P Global
SPGI
+$2.06M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.94M

Top Sells

1
+$8.98M
2
+$2.54M
3
+$2.11M
4
AAN.A
The Aaron's Company Inc Class A
AAN.A
+$1.8M
5
PEP icon
PepsiCo
PEP
+$1.75M

Sector Composition

1 Technology 11.12%
2 Healthcare 7.53%
3 Consumer Discretionary 6.03%
4 Consumer Staples 5.56%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$234K 0.07%
3,462
-1,078
127
$232K 0.07%
4,232
-12
128
$223K 0.07%
3,540
-7
129
$214K 0.06%
9,800
-3,321
130
$207K 0.06%
2,300
131
$147K 0.04%
11,172
+82
132
$114K 0.03%
12,500
133
$11K ﹤0.01%
+15,120
134
– –
-10,817
135
– –
-5,072
136
– –
-3,713
137
– –
-4,451
138
– –
-23,331
139
– –
-3,960
140
– –
-11,518
141
– –
-240
142
– –
-2,664
143
– –
-6,236
144
– –
-2,037
145
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-2,488
146
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-804
147
– –
-124
148
– –
-610
149
– –
-2,731
150
– –
-1,082
4 5
6
7 8