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
51
$228K 0.1%
+2,816
52
$218K 0.1%
+8,188
53
$209K 0.1%
+2,744
1 2
3