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
$165M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$297K
3
+$234K
4
ACN icon
Accenture
ACN
+$224K
5
D icon
Dominion Energy
D
+$183K

Top Sells

1
+$253K
2
+$252K
3
+$228K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$95.5K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$91.5K

Sector Composition

1 Technology 23.28%
2 Healthcare 18.92%
3 Financials 16.96%
4 Consumer Discretionary 10.82%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.07%
5,234
+315
27
$1.71M 1.04%
10,473
+51
28
$778K 0.47%
11,491
29
$743K 0.45%
1,899
+390
30
$678K 0.41%
7,792
31
$571K 0.35%
6,112
-557
32
$508K 0.31%
9,444
-645
33
$486K 0.29%
1,970
34
$389K 0.24%
1,777
35
$377K 0.23%
7,325
-4,900
36
$306K 0.19%
701
37
$304K 0.18%
2,100
38
$297K 0.18%
+3,144
39
$261K 0.16%
1,500
-25
40
$254K 0.15%
6,025
41
$246K 0.15%
1,750
42
$241K 0.15%
1,040
43
$240K 0.15%
2,700
-206
44
$240K 0.15%
4,612
+50
45
$234K 0.14%
+1,625
46
$224K 0.14%
+540
47
$216K 0.13%
1,456
1
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