CWM
Chronos Wealth Management Portfolio holdings
AUM
$207M
1-Year Est. Return
20.43%
This Fund
S&P 500
1 Year Est. Return
+20.43%
AUM
$207M
AUM Growth
-$9.31M
(-4.3%)
Holding
39
Top Buys
| 1 | +$775K | |
| 2 | +$302K | |
| 3 | +$213K | |
| 4 |
Microsoft
MSFT
|
+$174K |
| 5 |
Devon Energy
DVN
|
+$64.3K |
Top Sells
| 1 | +$1.4M | |
| 2 | +$565K | |
| 3 | +$292K | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$240K |
| 5 |
Apple
AAPL
|
+$230K |
Sector Composition
| 1 | Financials | 19.84% |
| 2 | Healthcare | 18.25% |
| 3 | Technology | 17.29% |
| 4 | Industrials | 9.95% |
| 5 | Consumer Discretionary | 8.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
CSX Corp
CSX
$84.4B
| $801K | 0.39% |
19,510
|
|
||
27
Berkshire Hathaway Class A
BRK.A
$1.02T
| $718K | 0.35% |
1
|
|
||
28
NVIDIA
NVDA
$4.85T
| $635K | 0.31% |
3,640
+1,648
|
|
||
29
Kinder Morgan
KMI
$73.1B
| $602K | 0.29% |
17,950
|
|
||
30
US Bancorp
USB
$88.1B
| $519K | 0.25% |
9,970
|
|
||
31
Moog Inc Class A
MOG.A
$9.55B
| $454K | 0.22% |
1,550
|
|
||
32
Moody's
MCO
$80.7B
| $436K | 0.21% |
1,000
-50
|
|
||
33
Phillips 66
PSX
$71.8B
| $430K | 0.21% |
2,359
|
|
||
34
American Electric Power
AEP
$74.5B
| $367K | 0.18% |
2,800
|
|
||
|
35
Devon Energy
DVN
$31.9B
| $362K | 0.18% |
7,200
+1,500
|
|
||
36
Alphabet (Google) Class A
GOOGL
$4.66T
| $357K | 0.17% |
1,240
-75
|
|
||
37
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.41B
| $343K | 0.17% |
7,050
+650
|
|
||
38
AbbVie
ABBV
$374B
| $269K | 0.13% |
1,236
-8
|
|
||
|
39
iShares S&P 100 ETF
OEF
$19.7B
| – | – |
-700
|
|