CWM
Challenger Wealth Management Portfolio holdings
AUM
$128M
1-Year Est. Return
23.83%
1 Year Est. Return
+23.83%
AUM
$128M
AUM Growth
-$16.3M
(-11%)
Holding
111
Top Buys
| 1 | +$269K | |
| 2 | +$228K | |
| 3 | +$227K | |
| 4 |
Cintas
CTAS
|
+$36.5K |
| 5 |
Enterprise Products Partners
EPD
|
+$32K |
Top Sells
| 1 | +$1.46M | |
| 2 | +$735K | |
| 3 | +$630K | |
| 4 |
Caterpillar
CAT
|
+$624K |
| 5 |
Apple
AAPL
|
+$591K |
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 | |
|---|---|---|---|---|---|---|
101
Royal Caribbean
RCL
$70.7B
| – | – |
-821
|
|
||
102
RTX Corp
RTX
$230B
| – | – |
-2,785
|
|
||
103
Shopify
SHOP
$211B
| – | – |
-2,327
|
|
||
104
Sony
SONY
$169B
| – | – |
-13,500
|
|
||
105
TFI International
TFII
$7.88B
| – | – |
-2,500
|
|
||
106
TC Energy
TRP
$57.1B
| – | – |
-4,600
|
|
||
107
Unum
UNM
$12.3B
| – | – |
-3,475
|
|
||
108
United Rentals
URI
$51.4B
| – | – |
-350
|
|
||
109
Wells Fargo
WFC
$283B
| – | – |
-2,979
|
|
||
110
Xcel Energy
XEL
$45.9B
| – | – |
-3,000
|
|
||
111
XPO
XPO
$16.5B
| – | – |
-2,326
|
|