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
$1.5B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.61%
2 Consumer Discretionary 3.86%
3 Industrials 3.71%
4 Healthcare 3.17%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$553K 0.04%
1,659
-16
202
$533K 0.04%
4,897
-289
203
$525K 0.04%
5,490
204
$517K 0.03%
8,451
+200
205
$516K 0.03%
6,169
-858
206
$504K 0.03%
4,651
-84
207
$500K 0.03%
2,821
-353
208
$492K 0.03%
11,132
-112
209
$484K 0.03%
10,888
210
$476K 0.03%
2,440
-434
211
$472K 0.03%
8,135
-82
212
$468K 0.03%
6,395
-329
213
$465K 0.03%
4,953
+1,156
214
$459K 0.03%
2,514
215
$451K 0.03%
4,668
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216
$450K 0.03%
2,000
217
$448K 0.03%
4,406
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218
$447K 0.03%
6,237
-375
219
$441K 0.03%
6,693
-435
220
$430K 0.03%
1,513
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221
$429K 0.03%
3,827
222
$428K 0.03%
7,419
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223
$423K 0.03%
4,700
224
$406K 0.03%
8,128
-1,129
225
$404K 0.03%
3,289