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
$103M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.16M
3
+$882K
4
LLY icon
Eli Lilly
LLY
+$753K
5
MMM icon
3M
MMM
+$205K

Top Sells

1
+$1.94M
2
+$1.03M
3
+$990K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$425K
5
UNH icon
UnitedHealth
UNH
+$221K

Sector Composition

1 Technology 21.34%
2 Healthcare 18.09%
3 Financials 17.02%
4 Consumer Discretionary 12.61%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$829K 0.8%
1,905
+10
27
$718K 0.69%
11,491
28
$452K 0.44%
8,592
29
$434K 0.42%
3,050
-55
30
$381K 0.37%
4,790
+915
31
$323K 0.31%
2,170
32
$320K 0.31%
5,332
+992
33
$280K 0.27%
10,825
-250
34
$277K 0.27%
6,250
35
$263K 0.25%
5,704
-600
36
$253K 0.24%
4,596
37
$242K 0.23%
855
38
$206K 0.2%
1,259
-275
39
$205K 0.2%
+1,575
40
– –
-6,000
41
– –
-14,826
1
2