CWM

Challenger Wealth Management Portfolio holdings

AUM $144M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.67M
3
+$6.26M
4
TSLA icon
Tesla
TSLA
+$5.94M
5
AAPL icon
Apple
AAPL
+$5.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.3%
2 Consumer Discretionary 12.54%
3 Financials 12.27%
4 Energy 7.13%
5 Industrials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$440K 0.38%
+8,415
52
$437K 0.38%
+3,115
53
$430K 0.37%
+827
54
$428K 0.37%
+2,058
55
$424K 0.36%
+1,000
56
$400K 0.34%
+1,381
57
$398K 0.34%
+1,811
58
$395K 0.34%
+9,873
59
$388K 0.33%
+745
60
$374K 0.32%
+2,100
61
$363K 0.31%
+1,000
62
$355K 0.31%
+1,252
63
$351K 0.3%
+1,500
64
$334K 0.29%
+16,573
65
$329K 0.28%
+21,000
66
$327K 0.28%
+2,594
67
$325K 0.28%
+6,042
68
$323K 0.28%
+7,641
69
$320K 0.28%
+765
70
$318K 0.27%
+7,241
71
$316K 0.27%
+2,410
72
$309K 0.27%
+6,108
73
$300K 0.26%
+4,044
74
$293K 0.25%
+700
75
$293K 0.25%
+2,530
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3
4 5