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
$728M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$36.4M
2 +$16.9M
3 +$7.71M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.59M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Top Sells

1 +$27.4M
2 +$5.15M
3 +$1.73M
4
META icon
Meta Platforms (Facebook)
META
+$666K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$613K

Sector Composition

1 Utilities 3.01%
2 Financials 2.2%
3 Technology 1.38%
4 Healthcare 1.07%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,858
152
-1,200