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
$245M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$4.32M
3
+$3.23M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.47M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.07M

Top Sells

1
+$992K
2
+$943K
3
+$415K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$278K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$278K

Sector Composition

1 Financials 4.03%
2 Utilities 1.91%
3 Healthcare 1.08%
4 Communication Services 0.6%
5 Technology 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$255K 0.1%
6,117
+67
52
$238K 0.1%
3,611
+25
53
$219K 0.09%
2,746
+2
54
$215K 0.09%
+878
55
$210K 0.09%
+4,220
56
$210K 0.09%
+790
57
$208K 0.08%
+2,636
58
$62K 0.03%
+1,166
59
$21K 0.01%
+5,500
1 2
3