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
$103M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.16M
3
+$882K
4
LLY icon
Eli Lilly
LLY
+$753K
5
MMM icon
3M
MMM
+$205K

Top Sells

1
+$1.94M
2
+$1.03M
3
+$990K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$425K
5
UNH icon
UnitedHealth
UNH
+$221K

Sector Composition

1 Technology 21.34%
2 Healthcare 18.09%
3 Financials 17.02%
4 Consumer Discretionary 12.61%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.34M 8.08%
60,480
-7,180
2
$8.13M 7.87%
89,184
-188
3
$8M 7.74%
39,315
-5,040
4
$5.88M 5.69%
30,431
-840
5
$5.87M 5.68%
83,080
-1,180
6
$5.85M 5.66%
19,838
-749
7
$4.76M 4.6%
28,972
+4,588
8
$4.68M 4.53%
18,702
-402
9
$4.3M 4.16%
30,578
+120
10
$4.21M 4.07%
11,526
-206
11
$4.18M 4.04%
23,393
-726
12
$3.79M 3.67%
21,016
+297
13
$3.45M 3.34%
66,560
+22,317
14
$3.44M 3.33%
36,594
-403
15
$3.3M 3.19%
70,735
+2,056
16
$3.04M 2.95%
10,037
+90
17
$2.71M 2.62%
15,480
-429
18
$2.52M 2.44%
68,319
+23,958
19
$2.42M 2.34%
69,831
+3,551
20
$2.36M 2.28%
+38,238
21
$2.25M 2.17%
27,682
+1,200
22
$1.57M 1.52%
2,895
-75
23
$1.25M 1.21%
10,467
+250
24
$1.01M 0.97%
16,812
-400
25
$832K 0.81%
3,666
-300
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