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
$146M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$242K
3
+$195K
4
UL icon
Unilever
UL
+$190K
5
NVDA icon
NVIDIA
NVDA
+$186K

Top Sells

1
+$133K
2
+$70.5K
3
+$43.7K
4
ADP icon
Automatic Data Processing
ADP
+$39.7K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$36.4K

Sector Composition

1 Technology 21.25%
2 Healthcare 18.72%
3 Financials 18.06%
4 Consumer Discretionary 12.58%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.13%
12,049
+1,425
27
$1.42M 0.98%
4,089
28
$1.42M 0.98%
10,522
+20
29
$757K 0.52%
11,491
30
$722K 0.5%
12,853
31
$645K 0.44%
9,921
32
$583K 0.4%
7,792
33
$481K 0.33%
6,569
+937
34
$470K 0.32%
1,289
+159
35
$399K 0.27%
1,759
+390
36
$391K 0.27%
1,970
-200
37
$371K 0.25%
1,892
-150
38
$276K 0.19%
701
39
$269K 0.18%
2,200
40
$256K 0.18%
4,562
41
$251K 0.17%
1,040
42
$249K 0.17%
6,750
43
$242K 0.17%
1,456
44
$237K 0.16%
2,806
+100
45
$226K 0.16%
1,525
46
$203K 0.14%
1,750
47
$200K 0.14%
836
1
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