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
$192M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$372K
2
+$319K
3
+$265K
4
AMZN icon
Amazon
AMZN
+$258K
5
ABBV icon
AbbVie
ABBV
+$246K

Top Sells

1
+$388K
2
+$312K
3
+$138K
4
LULU icon
lululemon athletica
LULU
+$102K
5
COST icon
Costco
COST
+$83.3K

Sector Composition

1 Healthcare 22.54%
2 Financials 18.95%
3 Technology 17.07%
4 Consumer Discretionary 9.91%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$750K 0.39%
11,491
27
$691K 0.36%
1
28
$674K 0.35%
8,392
+600
29
$550K 0.29%
15,935
+50
30
$504K 0.26%
1,859
-375
31
$456K 0.24%
9,970
32
$413K 0.22%
18,700
33
$323K 0.17%
565
34
$296K 0.15%
1,070
-500
35
$292K 0.15%
2,850
+350
36
$277K 0.14%
1,002
37
$265K 0.14%
+11,721
38
$246K 0.13%
+1,244
39
$231K 0.12%
437
-47
40
$224K 0.12%
1,350
41
$222K 0.12%
1,827
+142
42
– –
-6,800
1
2