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
1
$17.8M 9.09%
23,062
-158
2
$15.2M 7.74%
60,546
-558
3
$13.9M 7.08%
32,884
+589
4
$13.2M 6.73%
69,245
-623
5
$12.1M 6.16%
54,980
-444
6
$10.5M 5.35%
23,113
+295
7
$9.94M 5.08%
41,462
-210
8
$9.89M 5.05%
31,280
-173
9
$8.87M 4.53%
17,537
+28
10
$7.91M 4.04%
20,342
+172
11
$7.43M 3.79%
8,111
-159
12
$7.03M 3.59%
85,436
+1,050
13
$6.55M 3.34%
18,183
-198
14
$5.81M 2.97%
34,651
-172
15
$5.71M 2.91%
11,744
+113
16
$5.44M 2.78%
21,449
-141
17
$5.31M 2.71%
29,965
+70
18
$4.85M 2.48%
33,536
-611
19
$4.49M 2.29%
+6,474
20
$4.22M 2.15%
36,446
-125
21
$3.9M 1.99%
20,218
-105
22
$3.06M 1.56%
6,879
+275
23
$2.96M 1.51%
2,885
24
$1.35M 0.69%
23,415
-136
25
$1.22M 0.62%
24,225
-780
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