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
$392M
AUM Growth
-$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.99M
3
+$2.48M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.39M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.47M

Top Sells

1
+$2.36M
2
+$1.6M
3
+$1.1M
4
XOM icon
Exxon Mobil
XOM
+$365K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$349K

Sector Composition

1 Utilities 1.42%
2 Financials 1.19%
3 Technology 0.49%
4 Healthcare 0.43%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,558
77
– –
-3,504
78
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-1,462
79
– –
-3,659
80
– –
-1,170
81
– –
-1,086
82
– –
-3,476
83
– –
-5,232
84
– –
-10,796
1 2 3
4