CWM

Challenger Wealth Management Portfolio holdings

AUM $144M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.67M
3
+$6.26M
4
TSLA icon
Tesla
TSLA
+$5.94M
5
AAPL icon
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 Change
in Stake 		Capital Flow
1
$11.1M 9.6%
+316,150
2
$7.67M 6.61%
+206,358
3
$6.26M 5.39%
+178,870
4
$5.94M 5.11%
+14,700
5
$5.63M 4.85%
+22,498
6
$4.75M 4.09%
+216,998
7
$4.67M 4.02%
+11,073
8
$3.2M 2.76%
+102,351
9
$3.09M 2.66%
+14,100
10
$2.83M 2.44%
+19,570
11
$2.68M 2.31%
+24,893
12
$2.38M 2.05%
+14,184
13
$2.33M 2.01%
+2,542
14
$2.14M 1.85%
+15,952
15
$2.14M 1.84%
+11,284
16
$1.9M 1.63%
+5,998
17
$1.65M 1.42%
+3,388
18
$1.52M 1.31%
+5,199
19
$1.49M 1.28%
+3,827
20
$1.44M 1.24%
+2,734
21
$1.43M 1.23%
+6,475
22
$1.26M 1.09%
+9,595
23
$1.24M 1.06%
+10,225
24
$1.18M 1.02%
+3,205
25
$1.16M 1%
+10,787
1
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