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
$127M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$437K
2
+$219K
3
+$208K
4
RTX icon
RTX Corp
RTX
+$196K
5
PG icon
Procter & Gamble
PG
+$97.2K

Top Sells

1
+$2.06M
2
+$1.28M
3
+$451K
4
LLY icon
Eli Lilly
LLY
+$433K
5
UNH icon
UnitedHealth
UNH
+$340K

Sector Composition

1 Healthcare 23.87%
2 Financials 20.11%
3 Technology 16.02%
4 Industrials 10.95%
5 Consumer Discretionary 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$547K 0.43%
7,792
27
$498K 0.39%
8,024
28
$375K 0.3%
1,570
29
$271K 0.21%
1,500
30
$256K 0.2%
2,700
31
$244K 0.19%
2,922
32
$222K 0.18%
1,302
33
$219K 0.17%
+12,100
34
– –
-105,380
1
2