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
76
$285K 0.23%
+5,675
77
$284K 0.22%
7,234
-407
78
$283K 0.22%
4,004
+4
79
$283K 0.22%
3,472
-56
80
$277K 0.22%
+5,900
81
$272K 0.22%
6,500
82
$259K 0.21%
2,300
83
$253K 0.2%
1,500
84
$250K 0.2%
+2,320
85
$248K 0.2%
7,500
86
$245K 0.19%
+3,750
87
$245K 0.19%
700
+200
88
$244K 0.19%
1,152
+1
89
$244K 0.19%
1,000
90
$242K 0.19%
1,200
91
$242K 0.19%
+2,302
92
$236K 0.19%
17,000
93
$236K 0.19%
800
94
$233K 0.18%
+8,253
95
$231K 0.18%
1,100
96
$227K 0.18%
+1,483
97
$226K 0.18%
+2,600
98
$221K 0.18%
600
99
$221K 0.18%
1,000
100
$220K 0.17%
5,000
1 2 3
4
5