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
$754M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.3M
3
+$5.42M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.52M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.42M

Top Sells

1
+$933K
2
+$723K
3
+$600K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$470K
5
NVDA icon
NVIDIA
NVDA
+$441K

Sector Composition

1 Financials 1.97%
2 Utilities 1.89%
3 Technology 1.59%
4 Healthcare 1.11%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$553K 0.07%
974
+24
77
$550K 0.07%
2,376
+510
78
$537K 0.07%
5,684
79
$531K 0.07%
2,360
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80
$509K 0.07%
2,463
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81
$504K 0.07%
8,976
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82
$502K 0.07%
2,058
-20
83
$500K 0.07%
2,647
-4,941
84
$492K 0.07%
2,828
-19
85
$490K 0.07%
5,626
+20
86
$483K 0.06%
10,628
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87
$450K 0.06%
24,232
-9,220
88
$447K 0.06%
1,618
-136
89
$444K 0.06%
2,593
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90
$441K 0.06%
1,107
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91
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3,040
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92
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2,645
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93
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3,915
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94
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1,970
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95
$434K 0.06%
1,459
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96
$430K 0.06%
7,835
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97
$422K 0.06%
8,393
+348
98
$419K 0.06%
7,541
+112
99
$416K 0.06%
1,475
-15
100
$407K 0.05%
2,571
+379
2 3
4
5 6