StockDriftsStockDriftsTop 50 Cahaba Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 28.79% | 649.3K | $424.1M | +3.94%(+24.61K) | $305.64(+143.99%) | 2026-03-31 | |
| UBND | VICTORY PORTFOLIOS II | 12.09% | 8.18M | $178.1M | +4.02%(+316.42K) | $21.95(-1.43%) | 2026-03-31 | |
| IXUS | ISHARES TR | 10.4% | 1.77M | $153.2M | +0.88%(+15.49K) | $62.90(+52.00%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.26% | 2.02M | $136.5M | +3.19%(+62.41K) | $46.44(+57.48%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.03% | 477.7K | $59.4M | +3.63%(+16.72K) | $92.70(+45.93%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.85% | 740.7K | $56.7M | +2.85%(+20.53K) | $47.69(+83.19%) | 2026-03-31 | |
| ISTB | ISHARES TR | 3.71% | 1.13M | $54.7M | +6.03%(+64.24K) | $47.90(+0.73%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.76% | 383.4K | $40.7M | +9.25%(+32.46K) | $109.99(-3.05%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 2.68% | 512.8K | $39.5M | +0.82%(+4.16K) | $52.22(+62.94%) | 2026-03-31 | |
| SO | SOUTHERN CO | 2.55% | 389.6K | $37.6M | +14.68%(+49.88K) | $70.61(+31.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.48% | +31.24% |
| Top 20 Holdings Unweighted | +6.40% | +20.44% |
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