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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
+11.43%
1 Year Est. Return
+23.13%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
+$18M
Cap. Flow
+$6.46M
Cap. Flow %
4.48%
Top 10 Hldgs %
53.9%
Holding
120
New
11
Increased
56
Reduced
31
Closed
11

Top Buys

Rank Stock Value
1
CGGR icon
Capital Group Growth ETF
CGGR
+$1.59M
2
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.09M
3
AVGO icon
Broadcom
AVGO
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$967K
5
AMZN icon
Amazon
AMZN
+$882K

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$475K
2
PEP icon
PepsiCo
PEP
+$400K
3
NXPI icon
NXP Semiconductors
NXPI
+$360K
4
UBER icon
Uber
UBER
+$291K
5
FITB
Fifth Third Bancorp
FITB
+$284K

Sector Composition

Rank Sector Weight
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
XPO icon
76
XPO
XPO
$23.4B
$294K 0.2%
2,326
+6
+0.3% +$673
GM icon
77
General Motors
GM
$80.9B
$291K 0.2%
5,919
+19
+0.3% +$900
CMG icon
78
Chipotle Mexican Grill
CMG
$43.9B
$281K 0.19%
5,003
-672
-12% -$34.2K
UNM icon
79
Unum
UNM
$13.4B
$281K 0.19%
3,475
+3
+0.1% +$237
AFRM icon
80
Affirm
AFRM
$23.5B
$278K 0.19%
+4,020
New +$208K
KMB icon
81
Kimberly-Clark
KMB
$37.6B
$278K 0.19%
2,153
-21
-1% -$2.85K
IP icon
82
International Paper
IP
$22.6B
$275K 0.19%
5,867
-2
-0% -$95
SHOP icon
83
Shopify
SHOP
$168B
$268K 0.19%
+2,327
New +$233K
HON icon
84
Honeywell
HON
$76.4B
$268K 0.19%
1,222
– –
URI icon
85
United Rentals
URI
$65.7B
$264K 0.18%
350
– –
EPD icon
86
Enterprise Products Partners
EPD
$83.7B
$261K 0.18%
8,415
+23
+0.3% +$717
RCL icon
87
Royal Caribbean
RCL
$86.8B
$257K 0.18%
+821
New +$195K
AMAT icon
88
Applied Materials
AMAT
$347B
$248K 0.17%
+1,354
New +$215K
CHTR icon
89
Charter Communications
CHTR
$17.3B
$247K 0.17%
604
+4
+0.7% +$1.53K
AVA icon
90
Avista
AVA
$3.43B
$247K 0.17%
6,500
– –
WFC icon
91
Wells Fargo
WFC
$254B
$239K 0.17%
2,979
+24
+0.8% +$1.73K
GOOG icon
92
Alphabet (Google) Class C
GOOG
$4.11T
$237K 0.16%
1,335
+51
+4% +$8.43K
T icon
93
AT&T
T
$164B
$232K 0.16%
8,030
-223
-3% -$6.14K
CVE icon
94
Cenovus Energy
CVE
$54.2B
$232K 0.16%
17,081
+81
+0.5% +$1.05K
WELL icon
95
Welltower
WELL
$173B
$229K 0.16%
1,490
+7
+0.5% +$1.05K
FDX icon
96
FedEx
FDX
$73B
$227K 0.16%
1,000
– –
FCX icon
97
Freeport-McMoran
FCX
$86.2B
$227K 0.16%
+5,230
New +$199K
TRP icon
98
TC Energy
TRP
$70.1B
$224K 0.16%
+4,600
New +$226K
TFII icon
99
TFI International
TFII
$11.6B
$224K 0.16%
+2,500
New +$211K
LIN icon
100
Linde
LIN
$236B
$219K 0.15%
467
-247
-35% -$113K
1 2 3
4
5

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Challenger Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Challenger Wealth Management held 120 positions worth $144M, up 14% from $126M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Challenger Wealth Management deployed $6.46M of net new capital in Q2 2025, opening 11 new positions and adding to 56 existing holdings. Its largest new stake was GE Aerospace: 1,527 shares worth $393K.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 15% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Accenture, an estimated $475K trimmed.

  • Challenger Wealth Management's largest Q2 2025 buy was GE Aerospace: 1,527 shares worth $393K.
  • Challenger Wealth Management added most to Capital Group Growth ETF in Q2 2025, an estimated $1.59M increase.
  • Challenger Wealth Management's biggest Q2 2025 reduction was Accenture, cutting an estimated $475K.
  • Challenger Wealth Management fully exited PepsiCo in Q2 2025, selling an estimated $400K.
  • Challenger Wealth Management's ten largest holdings make up 54% of its $144M portfolio in Q2 2025.
  • Challenger Wealth Management opened 11 new positions and closed 11 in Q2 2025.
  • Challenger Wealth Management's portfolio value rose 14% quarter-over-quarter to $144M.

Based on Challenger Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.