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
$763M
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$10.8M
3 +$9.15M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.11M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.78M

Sector Composition

1 Technology 10.28%
2 Consumer Discretionary 5.2%
3 Healthcare 3.97%
4 Consumer Staples 3.24%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$424K 0.06%
+8,376
177
$423K 0.06%
+13,665
178
$422K 0.06%
+3,676
179
$421K 0.06%
+2,356
180
$408K 0.05%
+9,977
181
$405K 0.05%
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182
$403K 0.05%
+6,502
183
$403K 0.05%
+2,258
184
$402K 0.05%
+9,251
185
$400K 0.05%
5,865
+294
186
$396K 0.05%
5,180
+108
187
$384K 0.05%
6,577
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188
$375K 0.05%
4,390
189
$371K 0.05%
2,375
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190
$368K 0.05%
4,200
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191
$366K 0.05%
5,114
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192
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+4,393
193
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+11,525
194
$348K 0.05%
1
195
$348K 0.05%
3,940
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196
$346K 0.05%
9,644
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197
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198
$332K 0.04%
3,564
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199
$331K 0.04%
3,972
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200
$326K 0.04%
4,893