CWM
Chronos Wealth Management Portfolio holdings
AUM
$204M
1-Year Est. Return
14.72%
1 Year Est. Return
+14.72%
AUM
$193M
AUM Growth
+$6.55M
(+3.5%)
Holding
41
Top Buys
| 1 | +$429K | |
| 2 | +$307K | |
| 3 | +$281K | |
| 4 |
Moog Inc Class A
MOG.A
|
+$281K |
| 5 |
Oracle
ORCL
|
+$232K |
Top Sells
| 1 | +$549K | |
| 2 | +$251K | |
| 3 | +$238K | |
| 4 |
Devon Energy
DVN
|
+$237K |
| 5 |
Microsoft
MSFT
|
+$155K |
Sector Composition
| 1 | Financials | 22.14% |
| 2 | Technology | 19.14% |
| 3 | Healthcare | 18.02% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Industrials | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Moody's
MCO
$87.1B
| $627K | 0.32% |
1,250
-50
|
|
||
27
CSX Corp
CSX
$65.8B
| $558K | 0.29% |
17,110
|
|
||
28
Kinder Morgan
KMI
$59.1B
| $538K | 0.28% |
18,300
-50
|
|
||
29
Constellation Energy
CEG
$112B
| $462K | 0.24% |
1,430
-25
|
|
||
30
US Bancorp
USB
$73.6B
| $451K | 0.23% |
9,970
|
|
||
31
Meta Platforms (Facebook)
META
$1.59T
| $417K | 0.22% |
565
|
|
||
32
NVIDIA
NVDA
$4.85T
| $307K | 0.16% |
+1,942
|
|
||
33
American Electric Power
AEP
$65B
| $291K | 0.15% |
2,800
|
|
||
34
Phillips 66
PSX
$55.6B
| $281K | 0.15% |
+2,359
|
|
||
|
35
Moog Inc Class A
MOG.A
$6.38B
| $281K | 0.15% |
+1,550
|
|
||
36
Alphabet (Google) Class A
GOOGL
$3.5T
| $238K | 0.12% |
1,350
|
|
||
|
37
Oracle
ORCL
$687B
| $232K | 0.12% |
+1,060
|
|
||
38
AbbVie
ABBV
$387B
| $231K | 0.12% |
1,244
|
|
||
39
iShares S&P 100 ETF
OEF
$27.8B
| $213K | 0.11% |
700
-225
|
|
||
|
40
Devon Energy
DVN
$21.3B
| – | – |
-6,325
|
|
||
41
Automatic Data Processing
ADP
$103B
| – | – |
-820
|
|