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Cahaba Wealth Management, Inc. Buys iShares Core S&P Mid-Cap, iShares Broad USD Investment Grade Corporate Bond , SPDR Portfolio Developed World ex-US, Sells iShares Core Moderate Allocation, SPDR S&P 500, iShares Core MSCI EAFE

Investment company Cahaba Wealth Management, Inc. buys iShares Core S&P Mid-Cap, iShares Broad USD Investment Grade Corporate Bond , SPDR Portfolio Developed World ex-US, Total System Services Inc, Interface Inc, Vanguard Total Bond Market ETF, FS KKR Capital Corp, sells iShares Core Moderate Allocation, SPDR S&P 500, iShares Core MSCI EAFE, Southern Co, SPDR DJ Wilshire Global Real Estate, SPDR Gold Trust, Fidelity Southern Corp, Verizon Communications Inc, SPDR MSCI ACWI ex-US, Genesco Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Cahaba Wealth Management, Inc.. As of 2019Q1, Cahaba Wealth Management, Inc. owns 64 stocks with a total value of $346 million. These are the details of the buys and sells.

For the details of CAHABA WEALTH MANAGEMENT, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/cahaba+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of CAHABA WEALTH MANAGEMENT, INC.
  1. iShares Core U.S. Aggregate Bond (AGG) - 727,091 shares, 22.94% of the total portfolio. Shares added by 2.84%
  2. iShares Core S&P 500 (IVV) - 249,829 shares, 20.57% of the total portfolio. Shares added by 8.06%
  3. iShares Core MSCI Total International Stock ETF (IXUS) - 641,177 shares, 10.77% of the total portfolio. Shares added by 11.34%
  4. iShares Core S&P Mid-Cap (IJH) - 150,476 shares, 8.24% of the total portfolio. Shares added by 56.43%
  5. iShares National Muni Bond (MUB) - 161,370 shares, 5.19% of the total portfolio. Shares added by 8.01%
New Purchase: iShares Broad USD Investment Grade Corporate Bond (USIG)

Cahaba Wealth Management, Inc. initiated holding in iShares Broad USD Investment Grade Corporate Bond . The purchase prices were between $52.84 and $55.29, with an estimated average price of $53.93. The stock is now traded at around $54.94. The impact to a portfolio due to this purchase was 0.39%. The holding were 24,674 shares as of .

New Purchase: SPDR Portfolio Developed World ex-US (SPDW)

Cahaba Wealth Management, Inc. initiated holding in SPDR Portfolio Developed World ex-US. The purchase prices were between $26.18 and $29.6, with an estimated average price of $28.45. The stock is now traded at around $29.77. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,789 shares as of .

New Purchase: Total System Services Inc (TSS)

Cahaba Wealth Management, Inc. initiated holding in Total System Services Inc. The purchase prices were between $77.85 and $95.24, with an estimated average price of $90.26. The stock is now traded at around $97.26. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,379 shares as of .

New Purchase: Interface Inc (TILE)

Cahaba Wealth Management, Inc. initiated holding in Interface Inc. The purchase prices were between $14.21 and $19.15, with an estimated average price of $16.35. The stock is now traded at around $16.01. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,625 shares as of .

New Purchase: FS KKR Capital Corp (FSK)

Cahaba Wealth Management, Inc. initiated holding in FS KKR Capital Corp. The purchase prices were between $5.18 and $6.59, with an estimated average price of $6.18. The stock is now traded at around $6.30. The impact to a portfolio due to this purchase was 0.03%. The holding were 15,243 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Cahaba Wealth Management, Inc. added to a holding in iShares Core S&P Mid-Cap by 56.43%. The purchase prices were between $162.83 and $193.4, with an estimated average price of $184.41. The stock is now traded at around $194.20. The impact to a portfolio due to this purchase was 2.97%. The holding were 150,476 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

Cahaba Wealth Management, Inc. added to a holding in Vanguard Total Bond Market ETF by 22.22%. The purchase prices were between $79.15 and $81.24, with an estimated average price of $79.84. The stock is now traded at around $80.64. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,471 shares as of .

Sold Out: SPDR Gold Trust (GLD)

Cahaba Wealth Management, Inc. sold out a holding in SPDR Gold Trust. The sale prices were between $121.02 and $126.7, with an estimated average price of $123.15.

Sold Out: Verizon Communications Inc (VZ)

Cahaba Wealth Management, Inc. sold out a holding in Verizon Communications Inc. The sale prices were between $53.28 and $60.88, with an estimated average price of $56.61.

Sold Out: SPDR MSCI ACWI ex-US (CWI)

Cahaba Wealth Management, Inc. sold out a holding in SPDR MSCI ACWI ex-US. The sale prices were between $32.37 and $36.64, with an estimated average price of $35.13.

Reduced: iShares Core Moderate Allocation (AOM)

Cahaba Wealth Management, Inc. reduced to a holding in iShares Core Moderate Allocation by 83.1%. The sale prices were between $35.53 and $38.06, with an estimated average price of $37.07. The stock is now traded at around $38.12. The impact to a portfolio due to this sale was -0.57%. Cahaba Wealth Management, Inc. still held 9,889 shares as of .

Reduced: SPDR S&P 500 (SPY)

Cahaba Wealth Management, Inc. reduced to a holding in SPDR S&P 500 by 61.6%. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $288.06. The impact to a portfolio due to this sale was -0.55%. Cahaba Wealth Management, Inc. still held 4,184 shares as of .

Reduced: iShares Core MSCI EAFE (IEFA)

Cahaba Wealth Management, Inc. reduced to a holding in iShares Core MSCI EAFE by 40.82%. The sale prices were between $54.44 and $61.46, with an estimated average price of $58.96. The stock is now traded at around $61.99. The impact to a portfolio due to this sale was -0.34%. Cahaba Wealth Management, Inc. still held 27,514 shares as of .

Reduced: Southern Co (SO)

Cahaba Wealth Management, Inc. reduced to a holding in Southern Co by 21.76%. The sale prices were between $43.72 and $52.53, with an estimated average price of $48.9. The stock is now traded at around $51.50. The impact to a portfolio due to this sale was -0.31%. Cahaba Wealth Management, Inc. still held 77,926 shares as of .

Reduced: SPDR DJ Wilshire Global Real Estate (RWO)

Cahaba Wealth Management, Inc. reduced to a holding in SPDR DJ Wilshire Global Real Estate by 38.33%. The sale prices were between $43.53 and $50.26, with an estimated average price of $48.15. The stock is now traded at around $49.95. The impact to a portfolio due to this sale was -0.2%. Cahaba Wealth Management, Inc. still held 21,856 shares as of .

Reduced: Fidelity Southern Corp (LION)

Cahaba Wealth Management, Inc. reduced to a holding in Fidelity Southern Corp by 32.91%. The sale prices were between $25.72 and $32.94, with an estimated average price of $29.75. The stock is now traded at around $28.74. The impact to a portfolio due to this sale was -0.09%. Cahaba Wealth Management, Inc. still held 20,231 shares as of .



Here is the complete portfolio of CAHABA WEALTH MANAGEMENT, INC.. Also check out:

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