85. Cahaba Wealth Management

Rank: 85
Location: Atlanta, GA
Total Assets: $1,151,097,856
ETF Assets: $694,800,768
Website: www.cahabawealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 61
Total Value of All ETF Holdings: $694,800,768
Number of Issuers: 9
Number of Sectors: 22
  • Top 5 ETF Holdings
    1. IVV: $202,625,584
    2. AGG: $118,568,516
    3. IXUS: $81,756,208
    4. IJH: $70,646,995
    5. IJR: $30,415,553
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Total Bond Market
    3. Foreign Large Cap Equities
    4. Mid Cap Growth Equities
    5. Small Cap Growth Equities
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. JPMorgan
    4. State Street SPDR
    5. Schwab

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.cahabawealth.com 2023 Top 100 ETF Power Users