CWM

Challenger Wealth Management Portfolio holdings

AUM $144M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.67M
3
+$6.26M
4
TSLA icon
Tesla
TSLA
+$5.94M
5
AAPL icon
Apple
AAPL
+$5.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.3%
2 Consumer Discretionary 12.54%
3 Financials 12.27%
4 Energy 7.13%
5 Industrials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$943K 0.81%
+3,935
27
$928K 0.8%
+2,637
28
$884K 0.76%
+4,841
29
$883K 0.76%
+1,746
30
$877K 0.76%
+1,935
31
$838K 0.72%
+8,349
32
$804K 0.69%
+8,897
33
$802K 0.69%
+3,459
34
$801K 0.69%
+1,156
35
$775K 0.67%
+1,742
36
$746K 0.64%
+5,347
37
$717K 0.62%
+2,389
38
$716K 0.62%
+6,547
39
$711K 0.61%
+6,533
40
$698K 0.6%
+3,533
41
$685K 0.59%
+11,005
42
$625K 0.54%
+7,627
43
$618K 0.53%
+1,317
44
$610K 0.53%
+1,931
45
$539K 0.46%
+1,952
46
$513K 0.44%
+872
47
$501K 0.43%
+856
48
$500K 0.43%
+3,285
49
$455K 0.39%
+716
50
$453K 0.39%
+8,374
1
2
3 4 5