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
176
$154K 0.05%
+2,375
177
$153K 0.05%
+1,983
178
$153K 0.05%
+11,639
179
$152K 0.05%
+2,257
180
$150K 0.05%
+995
181
$149K 0.05%
+3,500
182
$148K 0.05%
+1,800
183
$148K 0.05%
+2,606
184
$147K 0.05%
+1,450
185
$146K 0.05%
+900
186
$142K 0.05%
+879
187
$142K 0.05%
+3,586
188
$139K 0.05%
+2,182
189
$138K 0.05%
+2,800
190
$137K 0.04%
+1,248
191
$136K 0.04%
+1,609
192
$132K 0.04%
+960
193
$130K 0.04%
+540
194
$129K 0.04%
+2,750
195
$128K 0.04%
+1,700
196
$128K 0.04%
+1,350
197
$127K 0.04%
+1,536
198
$127K 0.04%
1,426
-1,718
199
$125K 0.04%
+899
200
$122K 0.04%
+1,175
6 7
8
9 10