MCKINLEY CARTER WEALTH SERVICES, INC. Information

2100 MARKET STREET, WHEELING, West Virginia, 26003, (304) 230-2400

Report Date: 12/31/2014

Position Statistics

Total Positions 105
New Positions 12
Increased Positions 69
Decreased Positions 31
Positions with Activity 100
Sold Out Positions 12
Total Mkt Value (in $ millions) 135

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.81%
Capital Goods 2.49%
Conglomerates
Consumer Cyclical 4.38%
Consumer/Non-Cyclical 11.14%
Energy 2.9%
Financial 45.79%
Healthcare 7.95%
Services 9.74%
Technology 11.89%
Transportation 0.47%
Utilities 0.43%

105 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR RUS 1000 ETF 15,500 9,031 139.61 130,623
FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 10,165 418 4.29 83,563
ISHARES TR RUS 1000 GRW ETF 5,539 1,941 53.94 54,476
ISHARES TR U.S. FIN SVC ETF 5,077 554 12.24 55,898
APPLE INC COM 3,299 808 32.44 25,323
VANGUARD WORLD FDS CONSUM STP ETF 3,088 3,088 New 24,163
EXXON MOBIL CORP COM 2,938 1,484 102.06 33,784
POWERSHARES ETF TRUST ENERGY SEC POR 2,817 -1,174 (29.41) 56,822
PEPSICO INC COM 2,815 1,139 67.92 29,583
DISNEY WALT CO COM DISNEY 2,520 604 31.55 23,003
O REILLY AUTOMOTIVE INC NEW COM 2,460 164 7.14 10,728
EXPRESS SCRIPTS HLDG CO COM 2,352 327 16.15 26,929
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2,201 -279 (11.25) 7,886
UNIVERSAL HLTH SVCS INC CL B 2,168 38 1.80 17,672
WISDOMTREE TR DIV EX-FINL FD 2,152 -43 (1.95) 27,741
NIKE INC CL B 2,125 140 7.07 21,046
DOLLAR TREE INC COM 2,100 150 7.70 25,876
FIRST TR EXCHANGE TRADED FD II ENERGY ALPHADX 2,086 2,086 New 92,823
FISERV INC COM 2,033 106 5.50 25,649
3M CO COM 1,942 218 12.64 12,217