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
101
$228K 0.2%
+500
102
$221K 0.19%
+2,000
103
$213K 0.18%
+2,000
104
$212K 0.18%
+200
105
$210K 0.18%
+7,925
106
$206K 0.18%
+600
107
$205K 0.18%
+1,000
108
$205K 0.18%
+5,000
109
$203K 0.17%
+1,500
1 2 3 4
5