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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
1
$20.1M 15.69%
477,301
-5,474
2
$19M 14.83%
431,778
-1,950
3
$10.5M 8.2%
265,284
-7,317
4
$5.37M 4.2%
21,083
-2,322
5
$4.95M 3.87%
242,354
-7,324
6
$4.78M 3.74%
10,759
-3,272
7
$4.47M 3.49%
8,626
-753
8
$4.06M 3.18%
116,992
+7,734
9
$3.79M 2.96%
20,305
-3,940
10
$3.77M 2.95%
17,165
-1,381
11
$3.43M 2.69%
30,459
-1,044
12
$3.01M 2.36%
19,400
-2,085
13
$2.4M 1.88%
9,868
-2,590
14
$2.14M 1.68%
6,498
-1,772
15
$2.06M 1.61%
2,228
-502
16
$1.83M 1.43%
5,367
-1,202
17
$1.82M 1.42%
11,857
-1,891
18
$1.43M 1.12%
4,866
-1,030
19
$1.4M 1.1%
9,884
20
$1.33M 1.04%
3,278
-720
21
$1.31M 1.03%
5,492
-1,492
22
$1.28M 1%
2,252
-471
23
$1.26M 0.99%
4,001
-453
24
$1.26M 0.98%
2,519
-610
25
$1.26M 0.98%
2,979
-694
1
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