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
$171M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$366K
2
+$284K
3
+$260K
4
SO icon
Southern Company
SO
+$249K
5
UNH icon
UnitedHealth
UNH
+$211K

Top Sells

1
+$625K
2
+$232K
3
+$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 Change
in Stake 		Capital Flow
26
$699K 0.41%
7,792
27
$618K 0.36%
11,491
28
$589K 0.34%
13,170
29
$415K 0.24%
7,200
-100
30
$392K 0.23%
1,570
31
$387K 0.23%
10,445
32
$366K 0.21%
+931
33
$343K 0.2%
18,700
34
$284K 0.17%
+585
35
$260K 0.15%
1,052
-25
36
$260K 0.15%
+540
37
$253K 0.15%
1,443
-182
38
$237K 0.14%
2,750
+50
39
$219K 0.13%
1,450
-250
40
– –
-4,600
41
– –
-836
1
2