CWM

Challenger Wealth Management Portfolio holdings

AUM $131M
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.09M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$967K
5
AMZN icon
Amazon
AMZN
+$882K

Top Sells

1
+$475K
2
+$400K
3
+$360K
4
UBER icon
Uber
UBER
+$291K
5
FITB
Fifth Third Bancorp
FITB
+$284K

Sector Composition

1 Technology 16.63%
2 Financials 11.38%
3 Consumer Discretionary 9.28%
4 Industrials 7.08%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.9%
4,454
-9
27
$1.28M 0.89%
10,353
+126
28
$1.17M 0.81%
9,887
+44
29
$1.11M 0.77%
4,997
+149
30
$918K 0.64%
1,889
-20
31
$900K 0.62%
1,219
+26
32
$849K 0.59%
8,684
-208
33
$838K 0.58%
6,604
+37
34
$797K 0.55%
2,080
+5
35
$771K 0.53%
4,642
-286
36
$716K 0.5%
1,432
+67
37
$673K 0.47%
8,247
+58
38
$672K 0.47%
9,493
-10
39
$664K 0.46%
1,756
-41
40
$652K 0.45%
813
-343
41
$624K 0.43%
1,607
+7
42
$581K 0.4%
7,220
-443
43
$571K 0.4%
1,477
-241
44
$555K 0.38%
1,915
+102
45
$535K 0.37%
1,813
+6
46
$519K 0.36%
8,264
-125
47
$508K 0.35%
1,000
48
$489K 0.34%
787
-88
49
$477K 0.33%
683
-3
50
$464K 0.32%
1,487
-62
1
2
3 4 5