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
$1.1B
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$964K
2 +$521K
3 +$242K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$219K
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$186K

Sector Composition

1 Utilities 2.42%
2 Financials 1.59%
3 Technology 1.52%
4 Healthcare 0.75%
5 Consumer Discretionary 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,467