CWM
Challenger Wealth Management Portfolio holdings
AUM
$144M
This Quarter Return
+4.04%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.53%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Capital Group Dividend Value ETF
CGDV
|
$11.1M |
| 2 |
Capital Group Growth ETF
CGGR
|
$7.67M |
| 3 |
Capital Group Core Equity ETF
CGUS
|
$6.26M |
| 4 |
Tesla
TSLA
|
$5.94M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Saia
SAIA
$7.74B
| $228K | 0.2% |
+500
| New | +$228K |
|
102
Arista Networks
ANET
$171B
| $221K | 0.19% |
+2,000
| New | +$221K |
|
103
Shopify
SHOP
$181B
| $213K | 0.18% |
+2,000
| New | +$213K |
|
104
ServiceNow
NOW
$189B
| $212K | 0.18% |
+200
| New | +$212K |
|
105
Pfizer
PFE
$141B
| $210K | 0.18% |
+7,925
| New | +$210K |
|
106
Charter Communications
CHTR
$35.9B
| $206K | 0.18% |
+600
| New | +$206K |
|
107
Fiserv
FI
$74.1B
| $205K | 0.18% |
+1,000
| New | +$205K |
|
108
Baker Hughes
BKR
$44.7B
| $205K | 0.18% |
+5,000
| New | +$205K |
|
109
TFI International
TFII
$7.83B
| $203K | 0.17% |
+1,500
| New | +$203K |
|