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 | |
|---|---|---|---|---|---|---|
|
1
Capital Group Dividend Value ETF
CGDV
$22.5B
| $19.1M | 13.22% |
482,775
+29,935
|
|
||
2
Capital Group Growth ETF
CGGR
$16.1B
| $17.6M | 12.23% |
433,728
+43,605
|
|
||
3
Capital Group Core Equity ETF
CGUS
$7.39B
| $10.1M | 6.98% |
272,601
+19,741
|
|
||
4
Ares Capital
ARCC
$14.5B
| $5.48M | 3.8% |
249,678
+11,739
|
|
||
5
Apple
AAPL
$4.03T
| $4.8M | 3.33% |
23,405
+1,034
|
|
||
6
Microsoft
MSFT
$3.79T
| $4.67M | 3.24% |
9,379
-202
|
|
||
7
Tesla
TSLA
$1.34T
| $4.46M | 3.09% |
14,031
+96
|
|
||
|
8
Amazon
AMZN
$2.51T
| $4.07M | 2.82% |
18,546
+4,459
|
|
||
9
NVIDIA
NVDA
$4.63T
| $3.83M | 2.66% |
24,245
+7,683
|
|
||
10
Capital Group Core Balanced ETF
CGBL
$3.39B
| $3.65M | 2.53% |
109,258
-7,068
|
|
||
11
Exxon Mobil
XOM
$503B
| $3.4M | 2.36% |
31,503
+2,837
|
|
||
12
Chevron
CVX
$315B
| $3.08M | 2.13% |
21,485
+894
|
|
||
13
Costco
COST
$409B
| $2.7M | 1.87% |
2,730
+194
|
|
||
14
Visa
V
$637B
| $2.33M | 1.62% |
6,569
+379
|
|
||
15
Broadcom
AVGO
$1.62T
| $2.28M | 1.58% |
8,270
+4,766
|
|
||
16
Alphabet (Google) Class A
GOOGL
$3.34T
| $2.2M | 1.52% |
12,458
+869
|
|
||
17
Procter & Gamble
PG
$345B
| $2.19M | 1.52% |
13,748
-67
|
|
||
18
Automatic Data Processing
ADP
$102B
| $1.82M | 1.26% |
5,896
+673
|
|
||
19
T-Mobile US
TMUS
$242B
| $1.66M | 1.15% |
6,984
+518
|
|
||
20
Trane Technologies
TT
$92.7B
| $1.61M | 1.11% |
3,673
+480
|
|
||
21
Mastercard
MA
$490B
| $1.53M | 1.06% |
2,723
-9
|
|
||
22
Home Depot
HD
$361B
| $1.47M | 1.02% |
3,998
+51
|
|
||
23
Lockheed Martin
LMT
$108B
| $1.45M | 1% |
3,129
+8
|
|
||
24
iShares Select Dividend ETF
DVY
$20.7B
| $1.31M | 0.91% |
9,884
-355
|
|
||
25
TSMC
TSM
$1.48T
| $1.3M | 0.9% |
5,732
+1,470
|
|