CWM
Challenger Wealth Management Portfolio holdings
AUM
$131M
1-Year Est. Return
21.52%
This Fund
S&P 500
1 Year Est. Return
+21.52%
AUM
$128M
AUM Growth
-$16.3M
(-11%)
Holding
111
Top Buys
| 1 | +$263K | |
| 2 | +$215K | |
| 3 | +$146K | |
| 4 |
Cintas
CTAS
|
+$38K |
| 5 |
Enterprise Products Partners
EPD
|
+$32.3K |
Top Sells
| 1 | +$1.13M | |
| 2 | +$687K | |
| 3 | +$624K | |
| 4 |
Broadcom
AVGO
|
+$544K |
| 5 |
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
Progressive
PGR
$120B
| – | – |
-1,109
|
|
||
102
Royal Caribbean
RCL
$73.7B
| – | – |
-821
|
|
||
103
RTX Corp
RTX
$275B
| – | – |
-2,785
|
|
||
104
Sony
SONY
$128B
| – | – |
-13,500
|
|
||
105
TFI International
TFII
$8.38B
| – | – |
-2,500
|
|
||
106
TC Energy
TRP
$66.3B
| – | – |
-4,600
|
|
||
107
Unum
UNM
$11.8B
| – | – |
-3,475
|
|
||
108
United Rentals
URI
$46.4B
| – | – |
-350
|
|
||
109
Wells Fargo
WFC
$229B
| – | – |
-2,979
|
|
||
110
Xcel Energy
XEL
$51.1B
| – | – |
-3,000
|
|
||
111
XPO
XPO
$21.3B
| – | – |
-2,326
|
|