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
$451M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$3.45M
3
+$3.27M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.46M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.91M

Top Sells

1
+$2.59M
2
+$1.48M
3
+$1.19M
4
SO icon
Southern Company
SO
+$960K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$806K

Sector Composition

1 Financials 1.65%
2 Utilities 1.27%
3 Technology 0.52%
4 Healthcare 0.45%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.04%
+3,659
77
$127K 0.03%
+2,297
78
$73K 0.02%
1,025
79
$65K 0.01%
10,500
+5,000
80
– –
-11,173
81
– –
-1,942
1 2 3
4