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Home > Institutional Investor > Mckinley Carter Wealth Services, Inc. > Profile

Instuitional Investor - Mckinley Carter Wealth Services, Inc.

Fund Profile
Filing Period:
Fund Name: Mckinley Carter Wealth Services, Inc.
Portfolio Value $1,366,459,357
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 842,408 $83,608,968 6.11%
2.
Ishares Trust
 IEF 468,653 $81,494,104 5.96%
3.
Ishares Trust
 IEF 167,210 $79,864,411 5.84%
4.
Vanguard Tax-Managed Fds
 1,541,165 $73,821,790 5.4%
5.
Ishares Trust
 IEF 220,702 $57,881,433 4.23%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)