CWM

Challenger Wealth Management Portfolio holdings

AUM $128M
1-Year Est. Return 23.83%
This Quarter Est. Return
1 Year Est. Return
+23.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.87M
3
+$2.47M
4
ARCC icon
Ares Capital
ARCC
+$464K
5
XOM icon
Exxon Mobil
XOM
+$449K

Top Sells

1
+$711K
2
+$560K
3
+$327K
4
BAC icon
Bank of America
BAC
+$318K
5
ADM icon
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
$1.08M 0.85%
3,193
-12
27
$1.02M 0.81%
1,909
-26
28
$996K 0.79%
4,848
+7
29
$813K 0.64%
8,189
-160
30
$812K 0.64%
6,567
+20
31
$811K 0.64%
1,549
-197
32
$794K 0.63%
2,543
-94
33
$781K 0.62%
8,892
-5
34
$766K 0.61%
1,156
35
$718K 0.57%
4,928
-419
36
$717K 0.57%
2,075
-314
37
$707K 0.56%
4,262
+729
38
$699K 0.55%
1,365
+48
39
$688K 0.54%
1,193
+337
40
$681K 0.54%
9,503
-1,502
41
$659K 0.52%
1,718
-24
42
$615K 0.49%
7,663
+36
43
$587K 0.46%
3,504
+45
44
$547K 0.43%
1,813
-139
45
$528K 0.42%
1,600
+600
46
$501K 0.4%
8,389
+15
47
$492K 0.39%
875
+3
48
$483K 0.38%
3,128
+13
49
$469K 0.37%
1,000
50
$463K 0.37%
7,715
-700
1
2
3 4 5