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
$66.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.94M
3
+$2.77M
4
MCD icon
McDonald's
MCD
+$2.56M
5
AAPL icon
Apple
AAPL
+$2.38M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.32%
2 Consumer Discretionary 9.1%
3 Financials 8.76%
4 Technology 8.55%
5 Healthcare 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.91M 7.41%
+124,932
2
$3.94M 5.95%
+54,135
3
$2.77M 4.19%
+44,508
4
$2.56M 3.87%
+25,842
5
$2.38M 3.59%
+168,000
6
$2.34M 3.53%
+25,875
7
$2.32M 3.5%
+87,166
8
$2.25M 3.4%
+20,232
9
$2.08M 3.15%
+24,031
10
$2.07M 3.13%
+25,951
11
$1.95M 2.95%
+42,964
12
$1.94M 2.93%
+9,227
13
$1.89M 2.86%
+27,841
14
$1.79M 2.7%
+33,888
15
$1.7M 2.57%
+23,648
16
$1.56M 2.36%
+36,685
17
$1.55M 2.34%
+20,078
18
$1.47M 2.22%
+16,341
19
$1.31M 1.98%
+26,924
20
$1.28M 1.93%
+22,374
21
$1.23M 1.86%
+33,776
22
$1.17M 1.77%
+13,463
23
$1.17M 1.76%
+53,011
24
$1.13M 1.71%
+13,526
25
$959K 1.45%
+8,525
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