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CWM

Challenger Wealth Management Portfolio holdings

AUM $125M
1-Year Est. Return 23.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$215K
3
+$146K
4
CTAS icon
Cintas
CTAS
+$38K
5
EPD icon
Enterprise Products Partners
EPD
+$32.3K

Top Sells

1
+$1.13M
2
+$687K
3
+$624K
4
AVGO icon
Broadcom
AVGO
+$544K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$543K

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
– –
-2,785
102
– –
-2,327
103
– –
-13,500
104
– –
-2,500
105
– –
-4,600
106
– –
-3,475
107
– –
-350
108
– –
-2,979
109
– –
-2,326
110
– –
-1,354
111
– –
-3,000
1 2 3 4
5