CWM
Cahaba Wealth Management Portfolio holdings
AUM
$1.29B
This Quarter Return
+4.88%
1 Year Return
+10.23%
3 Year Return
+36.52%
5 Year Return
+55.69%
10 Year Return
–
AUM
$647M
AUM Growth
+$647M
(+0.37%)
Cap. Flow
-$34.7M
Cap. Flow
% of AUM
-5.37%
Top 10 Holdings %
Top 10 Hldgs %
82.56%
Holding
97
New
7
Increased
17
Reduced
52
Closed
19
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.83M |
| 2 |
HCA Healthcare
HCA
|
$1.74M |
| 3 |
Tesla
TSLA
|
$1.64M |
| 4 |
Southern Company
SO
|
$1.26M |
| 5 |
American Water Works
AWK
|
$1.13M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.56M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$3.56M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.53M |
| 4 |
Vanguard Total Bond Market
BND
|
$3.05M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.47M |
Sector Composition
| 1 | Utilities | 1.58% |
| 2 | Financials | 1.06% |
| 3 | Technology | 0.58% |
| 4 | Consumer Discretionary | 0.58% |
| 5 | Healthcare | 0.48% |
