CWM
Cahaba Wealth Management Portfolio holdings
AUM
$1.29B
This Quarter Return
+5.93%
1 Year Return
+10.23%
3 Year Return
+36.52%
5 Year Return
+55.69%
10 Year Return
–
AUM
$1.1B
AUM Growth
+$1.1B
(+9.1%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
10.56%
Top 10 Holdings %
Top 10 Hldgs %
78.43%
Holding
151
New
9
Increased
63
Reduced
56
Closed
2
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$85.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.55M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$3.79M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$3.02M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$964K |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$521K |
| 3 |
Zoetis
ZTS
|
$242K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$219K |
| 5 |
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% |