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Home > Institutional Investor > Cahaba Wealth Management, Inc. > Profile

Instuitional Investor - Cahaba Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Cahaba Wealth Management, Inc.
Portfolio Value $1,380,991,663
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 612,156 $409,716,009 29.67%
2.
Victory Portfolios Ii
 7,643,465 $168,538,413 12.2%
3.
Ishares Trust
 VLUE 1,702,907 $140,626,100 10.18%
4.
Ishares Trust
 IEF 1,872,038 $122,169,219 8.85%
5.
Spdr Series Trust
 714,392 $55,965,476 4.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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