CWM
Cahaba Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Return
10.23%
This Quarter Return
-1.45%
1 Year Return
+10.23%
3 Year Return
+36.52%
5 Year Return
+55.69%
10 Year Return
–
AUM
$1.21B
AUM Growth
-$79.5K
(-0.01%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
1.81%
Top 10 Holdings %
Top 10 Hldgs %
79.68%
Holding
150
New
5
Increased
84
Reduced
37
Closed
3
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.99M |
| 2 |
Southern Company
SO
|
+$3.8M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$3.26M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.82M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$1.95M |
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.39M |
| 2 |
Pinnacle Financial Partners
PNFP
|
+$466K |
| 3 |
Tesla
TSLA
|
+$235K |
| 4 |
Microchip Technology
MCHP
|
+$235K |
| 5 |
Celestica
CLS
|
+$227K |
Sector Composition
| 1 | Utilities | 2.74% |
| 2 | Financials | 1.44% |
| 3 | Technology | 1.43% |
| 4 | Industrials | 0.54% |
| 5 | Healthcare | 0.54% |
