CWM
Cahaba Wealth Management Portfolio holdings
AUM
$1.29B
This Quarter Return
-1.69%
1 Year Return
+10.23%
3 Year Return
+36.52%
5 Year Return
+55.69%
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(+3.3%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
6.07%
Top 10 Holdings %
Top 10 Hldgs %
77.13%
Holding
63
New
4
Increased
27
Reduced
28
Closed
2
Top Buys
| 1 |
iShares Global REIT ETF
REET
|
$7.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.73M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.97M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$2.09M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.52M |
Top Sells
| 1 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$5.45M |
| 2 |
Pinnacle Financial Partners
PNFP
|
$886K |
| 3 |
iShares US Real Estate ETF
IYR
|
$679K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$525K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$401K |
Sector Composition
| 1 | Financials | 3.43% |
| 2 | Utilities | 1.94% |
| 3 | Healthcare | 1.12% |
| 4 | Communication Services | 0.63% |
| 5 | Technology | 0.52% |
