CWM

Cahaba Wealth Management Portfolio holdings

AUM $1.44B
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$2.76M
3
+$2.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.63M

Top Sells

1
+$688K
2
+$621K
3
+$301K
4
NVDA icon
NVIDIA
NVDA
+$281K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$275K

Sector Composition

1 Utilities 2.16%
2 Technology 1.64%
3 Financials 1.48%
4 Industrials 0.54%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-878
152
– –
-2,858
153
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-6,914
154
– –
-1,203
155
– –
-1,455
156
– –
-10,119
157
– –
-1,494
3 4 5 6
7