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
$196M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$248K
3
+$217K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$134K
5
ADBE icon
Adobe
ADBE
+$122K

Top Sells

1
+$146K
2
+$140K
3
+$122K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$119K
5
AMZN icon
Amazon
AMZN
+$97.4K

Sector Composition

1 Financials 19.94%
2 Healthcare 19.55%
3 Technology 19.14%
4 Consumer Discretionary 10.55%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$776K 0.4%
11,491
27
$734K 0.37%
1,550
-54
28
$681K 0.35%
1
29
$678K 0.35%
1,774
-85
30
$538K 0.27%
16,685
+750
31
$510K 0.26%
18,600
-100
32
$477K 0.24%
9,970
33
$427K 0.22%
7,441
-951
34
$331K 0.17%
565
35
$289K 0.15%
1,002
36
$258K 0.13%
2,800
-50
37
$256K 0.13%
11,030
-691
38
$256K 0.13%
1,350
39
$245K 0.13%
1,827
40
$240K 0.12%
820
-250
41
$235K 0.12%
437
42
$221K 0.11%
1,244
43
$217K 0.11%
+970
1
2