CWM
Challenger Wealth Management Portfolio holdings
AUM
$128M
1-Year Est. Return
23.83%
1 Year Est. Return
+23.83%
AUM
$144M
AUM Growth
+$18M
(+14%)
Holding
120
Top Buys
| 1 | +$1.77M | |
| 2 | +$1.31M | |
| 3 | +$1.21M | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$1.18M |
| 5 |
Amazon
AMZN
|
+$978K |
Top Sells
| 1 | +$466K | |
| 2 | +$400K | |
| 3 | +$360K | |
| 4 |
Uber
UBER
|
+$291K |
| 5 |
Fifth Third Bancorp
FITB
|
+$284K |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Financials | 11.19% |
| 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 | |
|---|---|---|---|---|---|---|
101
Assurant
AIZ
$11.4B
| $217K | 0.15% |
1,100
|
|
||
102
Old Dominion Freight Line
ODFL
$27.7B
| $216K | 0.15% |
1,329
+7
|
|
||
103
Boeing
BA
$148B
| $214K | 0.15% |
+1,021
|
|
||
104
Burlington
BURL
$17.6B
| $210K | 0.15% |
904
+4
|
|
||
105
Ingersoll Rand
IR
$29.8B
| $209K | 0.15% |
2,517
+17
|
|
||
106
ConocoPhillips
COP
$113B
| $207K | 0.14% |
2,304
+2
|
|
||
107
ServiceNow
NOW
$176B
| $206K | 0.14% |
+200
|
|
||
108
Arista Networks
ANET
$165B
| $205K | 0.14% |
+2,008
|
|
||
109
Xcel Energy
XEL
$47.7B
| $204K | 0.14% |
3,000
-1,004
|
|
||
110
Baker Hughes
BKR
$48.1B
| – | – |
-5,000
|
|
||
111
Salesforce
CRM
$232B
| – | – |
-752
|
|
||
112
EPAM Systems
EPAM
$9.89B
| – | – |
-1,500
|
|
||
113
Entergy
ETR
$42.4B
| – | – |
-2,365
|
|
||
|
FISV
114
Fiserv Inc
FISV
$34.1B
| – | – |
-1,000
|
|
||
|
115
Fifth Third Bancorp
FITB
$28.1B
| – | – |
-7,234
|
|
||
116
NXP Semiconductors
NXPI
$49.6B
| – | – |
-1,895
|
|
||
117
PepsiCo
PEP
$199B
| – | – |
-2,671
|
|
||
118
PayPal
PYPL
$58.8B
| – | – |
-3,750
|
|
||
119
Saia
SAIA
$7.14B
| – | – |
-700
|
|
||
|
120
Uber
UBER
$190B
| – | – |
-4,000
|
|