CWM

Chronos Wealth Management Portfolio holdings

AUM $204M
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$6.89M
3
+$6.62M
4
UNH icon
UnitedHealth
UNH
+$5.99M
5
V icon
Visa
V
+$5.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.2%
2 Financials 19.18%
3 Healthcare 17.34%
4 Consumer Discretionary 12.2%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$730K 0.72%
+11,491
27
$600K 0.59%
+6,406
28
$528K 0.52%
+3,661
29
$505K 0.5%
+1,530
30
$450K 0.44%
+8,592
31
$418K 0.41%
+2,831
32
$396K 0.39%
+6,540
33
$370K 0.36%
+2,170
34
$336K 0.33%
+3,550
35
$336K 0.33%
+6,416
36
$320K 0.31%
+1,794
37
$311K 0.31%
+2,893
38
$303K 0.3%
+11,950
39
$295K 0.29%
+7,150
40
$283K 0.28%
+5,801
41
$282K 0.28%
+4,596
42
$230K 0.23%
+706
43
$228K 0.22%
+772
1
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