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
151
$213K 0.07%
4,064
-1,181
152
$210K 0.07%
+3,788
153
$209K 0.07%
8,412
+219
154
$199K 0.07%
3,324
155
$196K 0.06%
+4,480
156
$196K 0.06%
13,450
+995
157
$195K 0.06%
+1,875
158
$194K 0.06%
3,124
+2
159
$188K 0.06%
1,773
-12,175
160
$185K 0.06%
+1,525
161
$183K 0.06%
12,929
162
$182K 0.06%
+7,444
163
$181K 0.06%
+1,500
164
$179K 0.06%
+2,019
165
$178K 0.06%
+2,398
166
$177K 0.06%
+1,939
167
$173K 0.06%
+2,942
168
$168K 0.05%
+5,270
169
$168K 0.05%
+3,671
170
$164K 0.05%
+5,000
171
$164K 0.05%
+2,571
172
$163K 0.05%
+496
173
$159K 0.05%
+10,024
174
$155K 0.05%
2,095
-2,712
175
$155K 0.05%
+642
5 6
7
8 9