MCWS

McKinley Carter Wealth Services Portfolio holdings

AUM $1.9B
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.5M
3
+$11.7M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$11.5M
5
NVO icon
Novo Nordisk
NVO
+$3.28M

Top Sells

1
+$25M
2
+$19.8M
3
+$8.96M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.58M
5
QCOM icon
Qualcomm
QCOM
+$4.44M

Sector Composition

1 Technology 7.03%
2 Consumer Discretionary 3.33%
3 Healthcare 2.94%
4 Industrials 2.57%
5 Consumer Staples 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$718K 0.05%
6,032
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177
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23,138
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178
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183
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186
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197
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198
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199
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