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
$311M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.26M
3
+$1.42M
4
IYG icon
iShares US Financial Services ETF
IYG
+$1.32M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.31M

Top Sells

1
+$5.3M
2
+$3.13M
3
+$1.52M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.07M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Sector Composition

1 Technology 9.7%
2 Consumer Discretionary 7.26%
3 Healthcare 6.39%
4 Consumer Staples 6.39%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K 0.07%
1,605
+105
152
$216K 0.07%
3,905
-159
153
$209K 0.07%
1,503
154
$209K 0.07%
7,399
+3,900
155
$201K 0.06%
3,126
+2
156
$201K 0.06%
12,929
157
$166K 0.05%
10,091
+67
158
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159
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161
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162
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167
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