CWM

Chronos Wealth Management Portfolio holdings

AUM $216M
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$223K
3
+$134K
4
DLR icon
Digital Realty Trust
DLR
+$93.6K
5
LMT icon
Lockheed Martin
LMT
+$86.5K

Top Sells

1
+$221K
2
+$203K
3
+$58.5K
4
SYK icon
Stryker
SYK
+$35.8K
5
AAPL icon
Apple
AAPL
+$33.6K

Sector Composition

1 Healthcare 23.49%
2 Financials 18.2%
3 Technology 17.48%
4 Consumer Discretionary 9.83%
5 Industrials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$658K 0.46%
11,491
27
$608K 0.43%
7,792
28
$456K 0.32%
13,800
29
$428K 0.3%
7,524
30
$420K 0.29%
13,645
+4,225
31
$378K 0.26%
1,570
32
$376K 0.26%
22,700
+600
33
$312K 0.22%
5,800
34
$254K 0.18%
1,500
35
$216K 0.15%
1,077
-100
36
$203K 0.14%
2,700
37
– –
-2,985
1
2