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CWM

Challenger Wealth Management Portfolio holdings

AUM $125M
1-Year Est. Return 23.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$215K
3
+$146K
4
CTAS icon
Cintas
CTAS
+$38K
5
EPD icon
Enterprise Products Partners
EPD
+$32.3K

Top Sells

1
+$1.13M
2
+$687K
3
+$624K
4
AVGO icon
Broadcom
AVGO
+$544K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$543K

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.18%
3 Financials 8.95%
4 Energy 6.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.96%
8,527
-1,826
27
$1.22M 0.96%
4,382
-1,350
28
$1.06M 0.83%
5,175
+178
29
$884K 0.69%
8,573
-111
30
$876K 0.68%
4,544
-98
31
$832K 0.65%
6,725
-3,162
32
$819K 0.64%
1,921
-159
33
$729K 0.57%
753
-60
34
$702K 0.55%
1,694
-62
35
$643K 0.5%
1,279
-610
36
$640K 0.5%
4,797
-1,807
37
$604K 0.47%
7,333
+113
38
$566K 0.44%
928
-504
39
$553K 0.43%
7,585
-662
40
$539K 0.42%
8,155
+422
41
$516K 0.4%
1,830
+17
42
$512K 0.4%
766
-21
43
$502K 0.39%
7,562
-1,931
44
$486K 0.38%
641
-42
45
$483K 0.38%
7,623
-641
46
$461K 0.36%
15,573
47
$397K 0.31%
540
-679
48
$363K 0.28%
748
+13
49
$356K 0.28%
1,171
-77
50
$328K 0.26%
7,460
+250
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