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
76
$288K 0.25%
+7,500
77
$286K 0.25%
+13,500
78
$284K 0.24%
+848
79
$281K 0.24%
+1,000
80
$280K 0.24%
+2,000
81
$273K 0.24%
+4,000
82
$271K 0.23%
+2,721
83
$270K 0.23%
+4,000
84
$269K 0.23%
+3,700
85
$268K 0.23%
+1,200
86
$262K 0.23%
+8,370
87
$262K 0.23%
+2,357
88
$260K 0.22%
+1,151
89
$258K 0.22%
+3,528
90
$258K 0.22%
+17,000
91
$257K 0.22%
+900
92
$252K 0.22%
+1,500
93
$249K 0.21%
+2,500
94
$248K 0.21%
+2,300
95
$244K 0.21%
+4,000
96
$241K 0.21%
+4,000
97
$238K 0.21%
+6,500
98
$235K 0.2%
+1,100
99
$233K 0.2%
+1,322
100
$232K 0.2%
+800
1 2 3
4
5