CWM

Challenger Wealth Management Portfolio holdings

AUM $128M
1-Year Est. Return 23.83%
This Quarter Est. Return
1 Year Est. Return
+23.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.87M
3
+$2.47M
4
ARCC icon
Ares Capital
ARCC
+$464K
5
XOM icon
Exxon Mobil
XOM
+$449K

Top Sells

1
+$711K
2
+$560K
3
+$327K
4
BAC icon
Bank of America
BAC
+$318K
5
ADM icon
Archer Daniels Midland
ADM
+$309K

Sector Composition

1 Technology 15.2%
2 Financials 12.77%
3 Consumer Discretionary 8.58%
4 Energy 8.17%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.36%
1,797
-134
52
$449K 0.36%
1,807
-4
53
$439K 0.35%
+14,250
54
$435K 0.34%
1,393
+12
55
$433K 0.34%
1,253
+1
56
$417K 0.33%
686
-30
57
$411K 0.33%
21,000
58
$400K 0.32%
2,671
-614
59
$375K 0.3%
15,573
-1,000
60
$372K 0.29%
631
-114
61
$362K 0.29%
2,733
+203
62
$360K 0.29%
2,010
-90
63
$360K 0.29%
1,895
-163
64
$355K 0.28%
713
-114
65
$343K 0.27%
13,500
66
$338K 0.27%
7,450
-2,423
67
$333K 0.26%
714
-51
68
$322K 0.25%
3,700
69
$320K 0.25%
1,750
+250
70
$313K 0.25%
5,869
-173
71
$311K 0.25%
+1,100
72
$309K 0.25%
2,174
-236
73
$292K 0.23%
4,600
+600
74
$291K 0.23%
4,000
75
$286K 0.23%
8,392
+22
1 2
3
4 5