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
$754M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.3M
3
+$5.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.52M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.42M

Top Sells

1
+$933K
2
+$723K
3
+$600K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$470K
5
NVDA icon
NVIDIA
NVDA
+$441K

Sector Composition

1 Financials 1.97%
2 Utilities 1.89%
3 Technology 1.59%
4 Healthcare 1.11%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 0.31%
6,582
-174
27
$2.13M 0.28%
7,129
+560
28
$2.01M 0.27%
21,091
-252
29
$1.95M 0.26%
65,899
+12,881
30
$1.94M 0.26%
35,642
+1,751
31
$1.88M 0.25%
4,536
+504
32
$1.81M 0.24%
7,040
+43
33
$1.69M 0.22%
15,777
-896
34
$1.65M 0.22%
56,040
-15,000
35
$1.49M 0.2%
3,142
+142
36
$1.39M 0.18%
5,252
-1,776
37
$1.38M 0.18%
2,738
+49
38
$1.34M 0.18%
23,550
+1,074
39
$1.3M 0.17%
16,489
+255
40
$1.26M 0.17%
25,281
+68
41
$1.21M 0.16%
+5,465
42
$1.1M 0.15%
6,620
-380
43
$1.1M 0.15%
10,267
-1,612
44
$1.09M 0.15%
18,482
+567
45
$1.08M 0.14%
12,800
+1,044
46
$1.08M 0.14%
9,452
-828
47
$1.06M 0.14%
4,374
+51
48
$1.05M 0.14%
+20,820
49
$1.02M 0.14%
5,893
+8
50
$983K 0.13%
22,084
+171
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