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
76
$294K 0.2%
2,326
+6
77
$291K 0.2%
5,919
+19
78
$281K 0.19%
5,003
-672
79
$281K 0.19%
3,475
+3
80
$278K 0.19%
+4,020
81
$278K 0.19%
2,153
-21
82
$275K 0.19%
5,867
-2
83
$268K 0.19%
+2,327
84
$268K 0.19%
1,152
85
$264K 0.18%
350
86
$261K 0.18%
8,415
+23
87
$257K 0.18%
+821
88
$248K 0.17%
+1,354
89
$247K 0.17%
604
+4
90
$247K 0.17%
6,500
91
$239K 0.17%
2,979
+24
92
$237K 0.16%
1,335
+51
93
$232K 0.16%
8,030
-223
94
$232K 0.16%
17,081
+81
95
$229K 0.16%
1,490
+7
96
$227K 0.16%
1,000
97
$227K 0.16%
+5,230
98
$224K 0.16%
+4,600
99
$224K 0.16%
+2,500
100
$219K 0.15%
467
-247
1 2 3
4
5