CWM
Challenger Wealth Management Portfolio holdings
AUM
$131M
1-Year Est. Return
21.52%
This Fund
S&P 500
1 Year Est. Return
+21.52%
AUM
$131M
AUM Growth
+$3.2M
(+2.5%)
Holding
67
Top Buys
| 1 | +$481K | |
| 2 | +$356K | |
| 3 | +$320K | |
| 4 |
Tesla
TSLA
|
+$311K |
| 5 |
Eli Lilly
LLY
|
+$262K |
Top Sells
| 1 | +$461K | |
| 2 | +$241K | |
| 3 | +$235K | |
| 4 |
AT&T
T
|
+$226K |
| 5 |
Exxon Mobil
XOM
|
+$196K |
Sector Composition
| 1 | Technology | 15.97% |
| 2 | Consumer Discretionary | 9.47% |
| 3 | Financials | 8.82% |
| 4 | Energy | 6.56% |
| 5 | Consumer Staples | 4.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Eli Lilly
LLY
$760B
| $295K | 0.22% |
+274
|
|
||
52
Welltower
WELL
$149B
| $279K | 0.21% |
1,502
+6
|
|
||
53
FTAI Aviation
FTAI
$21.9B
| $272K | 0.21% |
+1,382
|
|
||
54
Canadian Natural Resources
CNQ
$98.5B
| $269K | 0.21% |
7,945
-400
|
|
||
55
Verizon
VZ
$195B
| $265K | 0.2% |
6,501
-959
|
|
||
56
Chubb
CB
$127B
| $257K | 0.2% |
823
-2
|
|
||
57
Paychex
PAYX
$33.7B
| $241K | 0.18% |
2,145
-5
|
|
||
58
Applovin
APP
$149B
| $239K | 0.18% |
354
+38
|
|
||
59
Adobe
ADBE
$98.5B
| $231K | 0.18% |
661
-175
|
|
||
60
Entergy
ETR
$52.5B
| $225K | 0.17% |
2,431
-15
|
|
||
61
International Paper
IP
$17.8B
| $221K | 0.17% |
5,603
-288
|
|
||
62
UnitedHealth
UNH
$337B
| $209K | 0.16% |
633
-169
|
|
||
63
Micron Technology
MU
$585B
| $205K | 0.16% |
+717
|
|
||
64
Kimberly-Clark
KMB
$31.9B
| – | – |
-1,892
|
|
||
65
Sprott Physical Gold
PHYS
$16.3B
| – | – |
-15,573
|
|
||
66
Roper Technologies
ROP
$36.4B
| – | – |
-483
|
|
||
|
67
AT&T
T
$179B
| – | – |
-8,000
|
|