CWM
Cahaba Wealth Management Portfolio holdings
AUM
$1.29B
This Quarter Return
+5.06%
1 Year Return
+10.23%
3 Year Return
+36.52%
5 Year Return
+55.69%
10 Year Return
–
AUM
$645M
AUM Growth
+$645M
(+6.2%)
Cap. Flow
+$25.1M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
81.05%
Holding
98
New
7
Increased
41
Reduced
31
Closed
8
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$13.1M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.56M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.12M |
| 4 |
iShares Global REIT ETF
REET
|
$1.79M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$1.48M |
Top Sells
| 1 |
Pinnacle Financial Partners
PNFP
|
$2.05M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$895K |
| 3 |
UnitedHealth
UNH
|
$855K |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$585K |
| 5 |
Walt Disney
DIS
|
$477K |
Sector Composition
| 1 | Financials | 1.19% |
| 2 | Utilities | 1.15% |
| 3 | Technology | 0.52% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Healthcare | 0.28% |
