CWM

Cahaba Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 10.02%
This Quarter Est. Return
1 Year Est. Return
+10.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$56.9M
2
+$36.4M
3
+$14.6M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.2M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$9.41M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.01%
2 Utilities 2.23%
3 Healthcare 1.09%
4 Communication Services 0.72%
5 Technology 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.58%
+24,514
27
$1.01M 0.46%
+17,533
28
$1.01M 0.46%
+17,852
29
$974K 0.45%
+14,368
30
$953K 0.44%
+40,325
31
$919K 0.42%
+11,211
32
$914K 0.42%
+6,169
33
$827K 0.38%
+6,661
34
$735K 0.34%
+28,737
35
$712K 0.33%
+21,152
36
$699K 0.32%
+18,144
37
$615K 0.28%
+6,569
38
$605K 0.28%
+4,979
39
$563K 0.26%
+3,147
40
$483K 0.22%
+8,755
41
$452K 0.21%
+8,850
42
$423K 0.19%
+3,487
43
$367K 0.17%
+18,999
44
$327K 0.15%
+4,757
45
$301K 0.14%
+3,674
46
$276K 0.13%
+1,507
47
$255K 0.12%
+3,420
48
$251K 0.12%
+6,050
49
$250K 0.11%
+2,541
50
$230K 0.11%
+3,586
1
2
3