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
51
$979K 0.13%
3,652
+45
52
$964K 0.13%
6,660
+740
53
$800K 0.11%
4,891
+26
54
$797K 0.11%
9,262
+78
55
$765K 0.1%
6,924
56
$755K 0.1%
11,350
+140
57
$738K 0.1%
27,678
+91
58
$733K 0.1%
15,198
+720
59
$717K 0.1%
12,143
+1,106
60
$710K 0.09%
6,158
-445
61
$706K 0.09%
11,000
62
$696K 0.09%
4,007
-94
63
$691K 0.09%
4,909
+547
64
$678K 0.09%
1,016
-14
65
$666K 0.09%
1,980
+27
66
$652K 0.09%
5,319
-131
67
$651K 0.09%
12,306
-83
68
$641K 0.09%
3,843
+41
69
$640K 0.08%
7,510
-229
70
$639K 0.08%
2,948
+23
71
$626K 0.08%
10,473
+78
72
$624K 0.08%
5,102
-251
73
$613K 0.08%
32,526
74
$601K 0.08%
5,599
+108
75
$558K 0.07%
2,601
+1
1 2
3
4 5