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CWM
Challenger Wealth Management Portfolio holdings
AUM
$125M
1-Year Est. Return
23.13%
This Fund
S&P 500
1 Year Est. Return
+23.13%
AUM
$125M
AUM Growth
-$5.94M
(-4.5%)
Holding
63
Top Buys
| 1 | +$146K | |
| 2 | +$65K | |
| 3 | +$42.4K | |
| 4 |
FTAI Aviation
FTAI
|
+$42.4K |
| 5 |
Costco
COST
|
+$34.1K |
Top Sells
| 1 | +$523K | |
| 2 | +$399K | |
| 3 | +$241K | |
| 4 |
Applovin
APP
|
+$239K |
| 5 |
Adobe
ADBE
|
+$231K |
Sector Composition
| 1 | Technology | 14.78% |
| 2 | Energy | 9.17% |
| 3 | Consumer Discretionary | 8.68% |
| 4 | Financials | 7.93% |
| 5 | Industrials | 4.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Capital Group Dividend Value ETF
CGDV
$35.2B
| $20.2M | 16.11% |
473,825
-11,764
|
|
||
2
Capital Group Growth ETF
CGGR
$23.4B
| $17.9M | 14.26% |
444,185
+1,506
|
|
||
3
Capital Group Core Equity ETF
CGUS
$10.7B
| $10.2M | 8.12% |
264,588
-1,880
|
|
||
4
Apple
AAPL
$4.28T
| $5.22M | 4.17% |
20,550
-391
|
|
||
5
Exxon Mobil
XOM
$609B
| $4.78M | 3.82% |
28,202
-570
|
|
||
6
Tesla
TSLA
$1.53T
| $4.28M | 3.42% |
11,508
+48
|
|
||
7
Capital Group Core Balanced ETF
CGBL
$6.65B
| $4.28M | 3.42% |
124,296
-1,830
|
|
||
8
Ares Capital
ARCC
$13.8B
| $4.06M | 3.24% |
225,180
-20,611
|
|
||
9
Chevron
CVX
$373B
| $3.89M | 3.11% |
18,825
+8
|
|
||
10
NVIDIA
NVDA
$4.97T
| $3.74M | 2.99% |
21,427
+231
|
|
||
11
Amazon
AMZN
$2.57T
| $3.63M | 2.9% |
17,440
-222
|
|
||
12
Microsoft
MSFT
$2.9T
| $3.12M | 2.49% |
8,417
-171
|
|
||
13
Alphabet (Google) Class A
GOOGL
$4.39T
| $2.78M | 2.22% |
9,676
-171
|
|
||
|
14
Costco
COST
$436B
| $2.38M | 1.91% |
2,393
+35
|
|
||
15
Broadcom
AVGO
$1.82T
| $2.2M | 1.76% |
7,105
+56
|
|
||
16
TSMC
TSM
$2.2T
| $1.73M | 1.38% |
5,107
+425
|
|
||
17
Visa
V
$613B
| $1.59M | 1.27% |
5,257
-114
|
|
||
18
iShares Select Dividend ETF
DVY
$23.1B
| $1.5M | 1.2% |
9,884
|
|
||
19
TJX Companies
TJX
$186B
| $1.49M | 1.19% |
9,346
-3
|
|
||
20
Lockheed Martin
LMT
$125B
| $1.47M | 1.17% |
2,427
+12
|
|
||
21
Procter & Gamble
PG
$348B
| $1.38M | 1.1% |
9,551
-1,483
|
|
||
22
Trane Technologies
TT
$101B
| $1.22M | 0.98% |
2,937
-50
|
|
||
23
JPMorgan Chase
JPM
$859B
| $1.17M | 0.94% |
3,991
-10
|
|
||
24
T-Mobile US
TMUS
$205B
| $1.16M | 0.93% |
5,533
-79
|
|
||
25
Home Depot
HD
$327B
| $1.14M | 0.91% |
3,463
+60
|
|