CWM
Challenger Wealth Management Portfolio holdings
AUM
$144M
1 Year Est. Return
–
AUM
$126M
AUM Growth
+$10.1M
(+8.7%)
Holding
125
Top Buys
| 1 | +$6.29M | |
| 2 | +$4.87M | |
| 3 | +$2.47M | |
| 4 |
Ares Capital
ARCC
|
+$464K |
| 5 |
Exxon Mobil
XOM
|
+$449K |
Top Sells
| 1 | +$711K | |
| 2 | +$560K | |
| 3 | +$327K | |
| 4 |
Bank of America
BAC
|
+$318K |
| 5 |
Archer Daniels Midland
ADM
|
+$309K |
Sector Composition
| 1 | Technology | 15.2% |
| 2 | Financials | 12.77% |
| 3 | Consumer Discretionary | 8.58% |
| 4 | Energy | 8.17% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Trane Technologies
TT
$92.5B
| $1.08M | 0.85% |
3,193
-12
|
|
||
27
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.02M | 0.81% |
1,909
-26
|
|
||
28
Cintas
CTAS
$75.6B
| $996K | 0.79% |
4,848
+7
|
|
||
29
Oneok
OKE
$42.9B
| $813K | 0.64% |
8,189
-160
|
|
||
30
Hartford Financial Services
HIG
$35B
| $812K | 0.64% |
6,567
+20
|
|
||
31
UnitedHealth
UNH
$323B
| $811K | 0.64% |
1,549
-197
|
|
||
32
Accenture
ACN
$148B
| $794K | 0.63% |
2,543
-94
|
|
||
33
Walmart
WMT
$859B
| $781K | 0.62% |
8,892
-5
|
|
||
34
ASML
ASML
$400B
| $766K | 0.61% |
1,156
|
|
||
35
Marathon Petroleum
MPC
$56.1B
| $718K | 0.57% |
4,928
-419
|
|
||
36
HCA Healthcare
HCA
$99.7B
| $717K | 0.57% |
2,075
-314
|
|
||
37
TSMC
TSM
$1.53T
| $707K | 0.56% |
4,262
+729
|
|
||
38
Northrop Grumman
NOC
$85.1B
| $699K | 0.55% |
1,365
+48
|
|
||
39
Meta Platforms (Facebook)
META
$1.8T
| $688K | 0.54% |
1,193
+337
|
|
||
40
Coca-Cola
KO
$295B
| $681K | 0.54% |
9,503
-1,502
|
|
||
41
Adobe
ADBE
$140B
| $659K | 0.52% |
1,718
-24
|
|
||
42
MetLife
MET
$52.2B
| $615K | 0.49% |
7,663
+36
|
|
||
43
Broadcom
AVGO
$1.65T
| $587K | 0.46% |
3,504
+45
|
|
||
44
Chubb
CB
$107B
| $547K | 0.43% |
1,813
-139
|
|
||
45
Caterpillar
CAT
$247B
| $528K | 0.42% |
1,600
+600
|
|
||
46
Williams Companies
WMB
$76.3B
| $501K | 0.4% |
8,389
+15
|
|
||
47
iShares Core S&P 500 ETF
IVV
$660B
| $492K | 0.39% |
875
+3
|
|
||
48
Paychex
PAYX
$45.5B
| $483K | 0.38% |
3,128
+13
|
|
||
49
Deere & Co
DE
$124B
| $469K | 0.37% |
1,000
|
|
||
50
Altria Group
MO
$109B
| $463K | 0.37% |
7,715
-700
|
|