McKinley Carter Wealth Services Inc.
McKinley Carter Wealth Services Inc. latest Q1_2021 13F filings reported $1,169,574,000 in market value on this 2021-04-30 report date . The portfolio quarterly return is 53.28%. This fund has 283 securities concentrations of 100% weights.
McKinley Carter Wealth Services Inc. largest holding is AGG - iShares Barclays Aggregate Bond Fund with weight of 6.07% and $70,966,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|