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Home > Institutional Investor > Challenger Wealth Management > Profile

Instuitional Investor - Challenger Wealth Management

Fund Profile
Filing Period:
Fund Name: Challenger Wealth Management
Portfolio Value $116,108,525
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 316,150 $11,147,437 9.6%
2.
Capital Group Growth Etf
 206,358 $7,670,320 6.6%
3.
Capital Group Core Equity Et
 178,870 $6,255,084 5.38%
4.
Tesla Inc.
 TSLA 14,700 $5,936,448 5.11%
5.
Apple Inc.
 AAPL 22,498 $5,633,995 4.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)