CWM

Chronos Wealth Management Portfolio holdings

AUM $193M
This Quarter Return
+9.96%
1 Year Return
+12.54%
3 Year Return
+75.59%
5 Year Return
+135.14%
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
Cap. Flow
+$166K
Cap. Flow %
0.1%
Top 10 Hldgs %
61.55%
Holding
41
New
3
Increased
10
Reduced
19
Closed
2

Top Buys

1
MCO icon
Moody's
MCO
$366K
2
META icon
Meta Platforms (Facebook)
META
$284K
3
VOO icon
Vanguard S&P 500 ETF
VOO
$260K
4
SO icon
Southern Company
SO
$249K
5
UNH icon
UnitedHealth
UNH
$211K

Top Sells

1
LLY icon
Eli Lilly
LLY
$625K
2
CSCO icon
Cisco
CSCO
$232K
3
BA icon
Boeing
BA
$218K
4
AMZN icon
Amazon
AMZN
$99K
5
COST icon
Costco
COST
$84.3K

Sector Composition

1 Healthcare 22.95%
2 Financials 19.19%
3 Technology 16.3%
4 Consumer Discretionary 10.75%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
MCHP icon
26
Microchip Technology
MCHP
$34.3B
$699K 0.41%
7,792
– –
XEL icon
27
Xcel Energy
XEL
$42.7B
$618K 0.36%
11,491
– –
USB icon
28
US Bancorp
USB
$75.5B
$589K 0.34%
13,170
– –
BHP icon
29
BHP
BHP
$141B
$415K 0.24%
7,200
-100
-1% -$5.77K
ADP icon
30
Automatic Data Processing
ADP
$121B
$392K 0.23%
1,570
– –
CSX icon
31
CSX Corp
CSX
$60B
$387K 0.23%
10,445
– –
MCO icon
32
Moody's
MCO
$89.4B
$366K 0.21%
+931
New +$366K
KMI icon
33
Kinder Morgan
KMI
$59.4B
$343K 0.2%
18,700
– –
META icon
34
Meta Platforms (Facebook)
META
$1.85T
$284K 0.17%
+585
New +$284K
OEF icon
35
iShares S&P 100 ETF
OEF
$21.9B
$260K 0.15%
1,052
-25
-2% -$6.19K
VOO icon
36
Vanguard S&P 500 ETF
VOO
$720B
$260K 0.15%
+540
New +$260K
PEP icon
37
PepsiCo
PEP
$206B
$253K 0.15%
1,443
-182
-11% -$31.9K
AEP icon
38
American Electric Power
AEP
$58.9B
$237K 0.14%
2,750
+50
+2% +$4.31K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$2.56T
$219K 0.13%
1,450
-250
-15% -$37.7K
BA icon
40
Boeing
BA
$179B
– –
-836
Closed -$218K
CSCO icon
41
Cisco
CSCO
$268B
– –
-4,600
Closed -$232K
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