CWM

Chronos Wealth Management Portfolio holdings

AUM $193M
This Quarter Return
+5.52%
1 Year Return
+12.54%
3 Year Return
+75.59%
5 Year Return
+135.14%
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
Cap. Flow
+$958K
Cap. Flow %
0.5%
Top 10 Hldgs %
61.67%
Holding
41
New
4
Increased
17
Reduced
10
Closed
2

Top Buys

1
LLY icon
Eli Lilly
LLY
$429K
2
NVDA icon
NVIDIA
NVDA
$307K
3
PSX icon
Phillips 66
PSX
$281K
4
MOG.A icon
Moog
MOG.A
$281K
5
ORCL icon
Oracle
ORCL
$232K

Top Sells

1
UNH icon
UnitedHealth
UNH
$549K
2
ADP icon
Automatic Data Processing
ADP
$251K
3
COST icon
Costco
COST
$238K
4
DVN icon
Devon Energy
DVN
$237K
5
MSFT icon
Microsoft
MSFT
$155K

Sector Composition

1 Financials 22.14%
2 Technology 19.14%
3 Healthcare 18.02%
4 Consumer Discretionary 10.22%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MCO icon
26
Moody's
MCO
$88.9B
$627K 0.32%
1,250
-50
-4% -$25.1K
CSX icon
27
CSX Corp
CSX
$59.7B
$558K 0.29%
17,110
– –
KMI icon
28
Kinder Morgan
KMI
$59.2B
$538K 0.28%
18,300
-50
-0.3% -$1.47K
CEG icon
29
Constellation Energy
CEG
$95.5B
$462K 0.24%
1,430
-25
-2% -$8.07K
USB icon
30
US Bancorp
USB
$75.7B
$451K 0.23%
9,970
– –
META icon
31
Meta Platforms (Facebook)
META
$1.86T
$417K 0.22%
565
– –
NVDA icon
32
NVIDIA
NVDA
$4.17T
$307K 0.16%
+1,942
New +$307K
AEP icon
33
American Electric Power
AEP
$58.3B
$291K 0.15%
2,800
– –
PSX icon
34
Phillips 66
PSX
$53.1B
$281K 0.15%
+2,359
New +$281K
MOG.A icon
35
Moog
MOG.A
$6.2B
$281K 0.15%
+1,550
New +$281K
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$2.76T
$238K 0.12%
1,350
– –
ORCL icon
37
Oracle
ORCL
$633B
$232K 0.12%
+1,060
New +$232K
ABBV icon
38
AbbVie
ABBV
$375B
$231K 0.12%
1,244
– –
OEF icon
39
iShares S&P 100 ETF
OEF
$22B
$213K 0.11%
700
-225
-24% -$68.5K
ADP icon
40
Automatic Data Processing
ADP
$120B
– –
-820
Closed -$251K
DVN icon
41
Devon Energy
DVN
$22.6B
– –
-6,325
Closed -$237K
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