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
$157M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$237K
3
+$218K
4
JPM icon
JPMorgan Chase
JPM
+$105K
5
PG icon
Procter & Gamble
PG
+$62.9K

Top Sells

1
+$1.12M
2
+$318K
3
+$214K
4
PNC icon
PNC Financial Services
PNC
+$197K
5
AAPL icon
Apple
AAPL
+$164K

Sector Composition

1 Healthcare 21.8%
2 Financials 18.52%
3 Technology 17.91%
4 Consumer Discretionary 10.5%
5 Industrials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$711K 0.45%
11,491
27
$703K 0.45%
7,792
28
$570K 0.36%
13,170
-630
29
$499K 0.32%
7,300
-224
30
$366K 0.23%
1,570
31
$362K 0.23%
10,445
-3,200
32
$330K 0.21%
18,700
-4,000
33
$276K 0.18%
1,625
+125
34
$241K 0.15%
1,077
35
$237K 0.15%
+1,700
36
$232K 0.15%
4,600
-1,200
37
$219K 0.14%
2,700
38
$218K 0.14%
+836
1
2