CWM
Chronos Wealth Management Portfolio holdings
AUM $193M
1-Year Return
12.54%
This Quarter Return
-0.44%
1 Year Return
+12.54%
3 Year Return
+75.59%
5 Year Return
+135.14%
10 Year Return
–
AUM
$186M
AUM Growth
-$9.35M
(-4.8%)
Cap. Flow
-$6.37M
Cap. Flow
% of AUM
-3.41%
Top 10 Holdings %
Top 10 Hldgs %
61.24%
Holding
44
New
1
Increased
10
Reduced
18
Closed
7
Top Buys
| 1 |
Digital Realty Trust
DLR
|
+$329K |
| 2 |
Devon Energy
DVN
|
+$237K |
| 3 |
ASML
ASML
|
+$173K |
| 4 |
Home Depot
HD
|
+$133K |
| 5 |
PNC Financial Services
PNC
|
+$114K |
Top Sells
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.35M |
| 2 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
+$1.22M |
| 3 |
Eli Lilly
LLY
|
+$1.05M |
| 4 |
lululemon athletica
LULU
|
+$678K |
| 5 |
Microchip Technology
MCHP
|
+$427K |
Sector Composition
| 1 | Financials | 22.04% |
| 2 | Healthcare | 21.22% |
| 3 | Technology | 17.58% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Industrials | 8.52% |
