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CWM

Cahaba Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$647M
AUM Growth
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.8M
3
+$1.55M
4
HCA icon
HCA Healthcare
HCA
+$1.42M
5
SO icon
Southern Company
SO
+$1.26M

Top Sells

1
+$4.33M
2
+$3.59M
3
+$3.53M
4
BND icon
Vanguard Total Bond Market
BND
+$3M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.5M

Sector Composition

1 Utilities 1.58%
2 Financials 1.06%
3 Technology 0.58%
4 Consumer Discretionary 0.58%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.03%
+1,906
77
$202K 0.03%
4,471
-379
78
$201K 0.03%
+8,439
79
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80
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-9,477
81
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82
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-2,916
83
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84
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85
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86
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87
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88
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-10,000
89
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-10,437
90
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91
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-5,673
92
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93
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94
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95
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96
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97
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-23,587
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