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
$147M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.23M
3
+$623K
4
ADBE icon
Adobe
ADBE
+$385K
5
META icon
Meta Platforms (Facebook)
META
+$282K

Top Sells

1
+$1.65M
2
+$821K
3
+$535K
4
AAPL icon
Apple
AAPL
+$453K
5
BABA icon
Alibaba
BABA
+$399K

Sector Composition

1 Technology 21.27%
2 Financials 18.79%
3 Healthcare 18.39%
4 Consumer Discretionary 10.87%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.14%
4,919
+830
27
$1.46M 0.99%
10,422
-100
28
$718K 0.49%
11,491
29
$651K 0.44%
12,225
-628
30
$611K 0.42%
1,509
+220
31
$598K 0.41%
7,792
32
$524K 0.36%
6,669
+100
33
$482K 0.33%
10,089
+168
34
$394K 0.27%
1,970
35
$351K 0.24%
1,777
-115
36
$281K 0.19%
2,100
-100
37
$276K 0.19%
701
38
$246K 0.17%
4,562
39
$238K 0.16%
1,040
40
$236K 0.16%
2,906
+100
41
$232K 0.16%
6,025
-725
42
$229K 0.16%
1,525
43
$213K 0.14%
1,456
44
$207K 0.14%
1,750
45
– –
-836
46
– –
-1,759
47
– –
-12,049
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