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
$133M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$783K
3
+$280K
4
PG icon
Procter & Gamble
PG
+$134K
5
KMI icon
Kinder Morgan
KMI
+$125K

Top Sells

1
+$315K
2
+$237K
3
+$105K
4
LLY icon
Eli Lilly
LLY
+$102K
5
SYK icon
Stryker
SYK
+$74.8K

Sector Composition

1 Healthcare 21.4%
2 Financials 19.38%
3 Technology 18.21%
4 Industrials 10.8%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$653K 0.49%
7,792
27
$544K 0.41%
10,400
-2,000
28
$509K 0.38%
8,024
29
$350K 0.26%
1,570
30
$337K 0.25%
19,250
+7,150
31
$280K 0.21%
+9,350
32
$273K 0.21%
1,500
33
$246K 0.18%
2,700
34
$244K 0.18%
1,302
35
$230K 0.17%
2,985
+63
1
2