Portfolio (Quarterly)
Guide ↗
CAHABA WEALTH MANAGEMENT, INC.
· CIK 0001716399| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PWR | QUANTA SVCS INC | Industrials | 755 | $415K | 0.03% | SOLD |
| 2 | SCHA | SCHWAB STRATEGIC TR | — | 10,789 | $314K | 0.02% | SOLD |
| 3 | TGB | TASEKO MINES LTD | Basic Materials | 36,134 | $233K | 0.02% | SOLD |
| 4 | SLV | ISHARES SILVER TR | Financial Services | 3,374 | $230K | 0.02% | SOLD |
| 5 | SCHE | SCHWAB STRATEGIC TR | — | 6,255 | $206K | 0.01% | SOLD |
| 6 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,174 | $204K | 0.01% | SOLD |
| 7 | — | FS SPECIALTY LENDING FD | — | 14,731 | $184K | 0.01% | SOLD |
| 8 | V CALL | VISA INC | Financial Services | 100 | $30K | 0.00% | SOLD |
Sector Allocation
Utilities
34.5%
Technology
20.9%
Financial Services
17.2%
Industrials
7.8%
Healthcare
6.4%
Consumer Cyclical
5.1%
Consumer Defensive
4.4%
Communication Services
2.3%
Energy
1.3%