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
151
$207K 0.06%
4,130
152
$206K 0.06%
12,622
-1,442
153
$168K 0.05%
12,500
-429
154
-11,943
155
-1,667
156
-2,800