CWM

Cahaba Wealth Management Portfolio holdings

AUM $1.44B
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.09M
3
+$5.85M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.04M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.83M

Top Sells

1
+$643K
2
+$532K
3
+$464K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$457K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$428K

Sector Composition

1 Financials 1.87%
2 Utilities 1.43%
3 Healthcare 0.91%
4 Communication Services 0.53%
5 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,886
77
– –
-944
78
– –
-1,447
79
– –
-2,052
1 2 3
4