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CWM

Challenger Wealth Management Portfolio holdings

AUM $125M
1-Year Est. Return 23.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$215K
3
+$146K
4
CTAS icon
Cintas
CTAS
+$38K
5
EPD icon
Enterprise Products Partners
EPD
+$32.3K

Top Sells

1
+$1.13M
2
+$687K
3
+$624K
4
AVGO icon
Broadcom
AVGO
+$544K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$543K

Sector Composition

1 Technology 16.01%
2 Consumer Discretionary 9.18%
3 Financials 8.95%
4 Energy 6.98%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.24%
1,280
-55
52
$295K 0.23%
9,439
+1,024
53
$295K 0.23%
836
-641
54
$277K 0.22%
802
-685
55
$273K 0.21%
5,891
+24
56
$273K 0.21%
2,150
-992
57
$267K 0.21%
8,345
-5,351
58
$267K 0.21%
1,496
+6
59
$241K 0.19%
483
-122
60
$235K 0.18%
1,892
-261
61
$233K 0.18%
825
-1,090
62
$228K 0.18%
+2,446
63
$227K 0.18%
+316
64
$226K 0.18%
8,000
-30
65
– –
-983
66
– –
-4,020
67
– –
-3,700
68
– –
-1,100
69
– –
-1,152
70
– –
-2,008
71
– –
-1,200
72
– –
-6,500
73
– –
-1,021
74
– –
-904
75
– –
-4,634
1 2
3
4 5