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
$303M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$2.76M
3
+$2.65M
4
VUG icon
Vanguard Growth ETF
VUG
+$996K
5
VFH icon
Vanguard Financials ETF
VFH
+$872K

Top Sells

1
+$8.03M
2
+$7.47M
3
+$3.79M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$600K
5
MDT icon
Medtronic
MDT
+$513K

Sector Composition

1 Technology 9.8%
2 Consumer Discretionary 7.83%
3 Healthcare 7.06%
4 Consumer Staples 6.68%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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155
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156
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157
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158
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159
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160
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3 4 5 6
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