CWM
Chronos Wealth Management Portfolio holdings
AUM
$204M
1-Year Est. Return
14.72%
1 Year Est. Return
+14.72%
AUM
$204M
AUM Growth
+$10.9M
(+5.7%)
Holding
41
Top Buys
| 1 | +$1.89M | |
| 2 | +$264K | |
| 3 | +$220K | |
| 4 |
CSX Corp
CSX
|
+$90.6K |
Top Sells
| 1 | +$2.06M | |
| 2 | +$503K | |
| 3 | +$468K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$417K |
| 5 |
Eli Lilly
LLY
|
+$287K |
Sector Composition
| 1 | Financials | 21.62% |
| 2 | Technology | 19.02% |
| 3 | Healthcare | 17.2% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
CSX Corp
CSX
$67.6B
| $698K | 0.34% |
19,660
+2,550
|
|
||
27
Moody's
MCO
$88.6B
| $524K | 0.26% |
1,100
-150
|
|
||
28
Kinder Morgan
KMI
$61.8B
| $505K | 0.25% |
17,850
-450
|
|
||
29
US Bancorp
USB
$79.7B
| $482K | 0.24% |
9,970
|
|
||
30
NVIDIA
NVDA
$4.43T
| $362K | 0.18% |
1,942
|
|
||
31
Alphabet (Google) Class A
GOOGL
$3.88T
| $322K | 0.16% |
1,325
-25
|
|
||
32
Adobe
ADBE
$145B
| $322K | 0.16% |
913
-5,842
|
|
||
33
Moog Inc Class A
MOG.A
$7.52B
| $322K | 0.16% |
1,550
|
|
||
34
Phillips 66
PSX
$56.2B
| $321K | 0.16% |
2,359
|
|
||
35
American Electric Power
AEP
$62.8B
| $315K | 0.15% |
2,800
|
|
||
36
AbbVie
ABBV
$400B
| $288K | 0.14% |
1,244
|
|
||
37
Oracle
ORCL
$620B
| $277K | 0.14% |
985
-75
|
|
||
38
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.52B
| $264K | 0.13% |
+5,350
|
|
||
39
iShares S&P 100 ETF
OEF
$29.1B
| $233K | 0.11% |
700
|
|
||
40
ARK Innovation ETF
ARKK
$7.99B
| $220K | 0.11% |
+2,550
|
|
||
|
41
Meta Platforms (Facebook)
META
$1.7T
| – | – |
-565
|
|