CWM

Challenger Wealth Management Portfolio holdings

AUM $131M
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.09M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$967K
5
AMZN icon
Amazon
AMZN
+$882K

Top Sells

1
+$475K
2
+$400K
3
+$360K
4
UBER icon
Uber
UBER
+$291K
5
FITB
Fifth Third Bancorp
FITB
+$284K

Sector Composition

1 Technology 16.63%
2 Financials 11.38%
3 Consumer Discretionary 9.28%
4 Industrials 7.08%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.32%
21,000
52
$457K 0.32%
3,142
+14
53
$454K 0.31%
2,318
+18
54
$453K 0.31%
7,733
+18
55
$435K 0.3%
1,763
+13
56
$430K 0.3%
13,696
-554
57
$426K 0.3%
2,000
-10
58
$407K 0.28%
2,785
+52
59
$395K 0.27%
15,573
60
$393K 0.27%
+1,527
61
$389K 0.27%
1,204
+4
62
$374K 0.26%
7,500
63
$369K 0.26%
1,152
-101
64
$365K 0.25%
1,248
-145
65
$351K 0.24%
13,500
66
$343K 0.24%
605
-26
67
$339K 0.24%
4,634
+34
68
$338K 0.23%
1,200
+400
69
$323K 0.22%
2,617
+17
70
$317K 0.22%
3,700
71
$312K 0.22%
7,210
-240
72
$303K 0.21%
2,260
+60
73
$298K 0.21%
735
+22
74
$296K 0.21%
1,109
+9
75
$294K 0.2%
983
-1,560
1 2
3
4 5