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
101
$401K 0.05%
+1,116
102
$399K 0.05%
2,184
-20
103
$390K 0.05%
24,445
+17
104
$374K 0.05%
1,276
-220
105
$361K 0.05%
2,128
+95
106
$353K 0.05%
5,772
+223
107
$351K 0.05%
+1,393
108
$348K 0.05%
3,022
109
$346K 0.05%
378
110
$345K 0.05%
2,069
+24
111
$342K 0.05%
6,582
+810
112
$339K 0.05%
2,952
-591
113
$337K 0.04%
1,615
-20
114
$328K 0.04%
5,259
+1,481
115
$313K 0.04%
+2,152
116
$299K 0.04%
7,129
+45
117
$298K 0.04%
2,184
+81
118
$296K 0.04%
1,711
+6
119
$294K 0.04%
768
-14
120
$275K 0.04%
1,773
-17
121
$263K 0.03%
6,731
+2,020
122
$258K 0.03%
751
+48
123
$257K 0.03%
1,128
-12
124
$255K 0.03%
2,739
+97
125
$255K 0.03%
1,567
+2
2 3 4
5
6