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CWM
Challenger Wealth Management Portfolio holdings
AUM
$125M
1-Year Est. Return
23.13%
This Fund
S&P 500
1 Year Est. Return
+23.13%
AUM
$125M
AUM Growth
-$5.94M
(-4.5%)
Holding
63
Top Buys
| 1 | +$146K | |
| 2 | +$65K | |
| 3 | +$42.4K | |
| 4 |
FTAI Aviation
FTAI
|
+$42.4K |
| 5 |
Costco
COST
|
+$34.1K |
Top Sells
| 1 | +$523K | |
| 2 | +$399K | |
| 3 | +$241K | |
| 4 |
Applovin
APP
|
+$239K |
| 5 |
Adobe
ADBE
|
+$231K |
Sector Composition
| 1 | Technology | 14.78% |
| 2 | Energy | 9.17% |
| 3 | Consumer Discretionary | 8.68% |
| 4 | Financials | 7.93% |
| 5 | Industrials | 4.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.44T
| $338K | 0.27% |
590
+13
|
|
||
52
Verizon
VZ
$201B
| $331K | 0.26% |
6,594
+93
|
|
||
53
McDonald's
MCD
$202B
| $327K | 0.26% |
1,053
-124
|
|
||
54
Welltower
WELL
$151B
| $301K | 0.24% |
1,521
+19
|
|
||
55
Entergy
ETR
$50.9B
| $264K | 0.21% |
2,354
-77
|
|
||
56
Micron Technology
MU
$1.11T
| $256K | 0.2% |
759
+42
|
|
||
57
Eli Lilly
LLY
$1.01T
| $256K | 0.2% |
279
+5
|
|
||
58
Chubb
CB
$127B
| $246K | 0.2% |
756
-67
|
|
||
59
International Paper
IP
$19.1B
| – | – |
-5,603
|
|
||
60
Paychex
PAYX
$36.1B
| – | – |
-2,145
|
|
||
|
61
Adobe
ADBE
$82.5B
| – | – |
-661
|
|
||
|
62
Applovin
APP
$167B
| – | – |
-354
|
|
||
63
UnitedHealth
UNH
$371B
| – | – |
-633
|
|