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
101
$217K 0.15%
1,100
102
$216K 0.15%
1,329
+7
103
$214K 0.15%
+1,021
104
$210K 0.15%
904
+4
105
$209K 0.15%
2,517
+17
106
$207K 0.14%
2,304
+2
107
$206K 0.14%
+1,000
108
$205K 0.14%
+2,008
109
$204K 0.14%
3,000
-1,004
110
– –
-5,000
111
– –
-752
112
– –
-1,500
113
– –
-2,365
114
– –
-1,000
115
– –
-7,234
116
– –
-1,895
117
– –
-2,671
118
– –
-3,750
119
– –
-700
120
– –
-4,000
1 2 3 4
5