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
$925M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.39M
3
+$2.19M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.7M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.56M

Top Sells

1
+$1.39M
2
+$599K
3
+$443K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$424K
5
NVDA icon
NVIDIA
NVDA
+$334K

Sector Composition

1 Utilities 2.68%
2 Financials 1.72%
3 Technology 1.47%
4 Healthcare 0.95%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,808
152
– –
-994
3 4 5 6
7