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
$419M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$3.25M
3
+$2.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.97M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.57M

Top Sells

1
+$2.2M
2
+$1.2M
3
+$626K
4
T icon
AT&T
T
+$526K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$466K

Sector Composition

1 Financials 1.6%
2 Utilities 1.55%
3 Healthcare 0.61%
4 Technology 0.56%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,527
77
– –
-1,521
78
– –
-20,231
1 2 3
4