CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings

AUM $6.34B
1-Year Est. Return 9.05%
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$16.8M
3
+$13.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.83M

Top Sells

1
+$7.31M
2
+$5.7M
3
+$2.97M
4
AAPL icon
Apple
AAPL
+$1.99M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.93M

Sector Composition

1 Technology 1.08%
2 Industrials 0.89%
3 Consumer Staples 0.45%
4 Healthcare 0.41%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$495K 0.02%
2,439
+4
227
$492K 0.02%
5,757
+7
228
$486K 0.02%
8,675
+4,089
229
$486K 0.02%
10,948
230
$485K 0.02%
1,684
231
$478K 0.02%
6,804
+228
232
$478K 0.02%
17,972
-2,190
233
$477K 0.02%
7,206
234
$475K 0.02%
1,964
235
$470K 0.02%
+7,125
236
$470K 0.02%
9,989
237
$452K 0.02%
22,166
-2,948
238
$447K 0.02%
11,888
239
$446K 0.02%
10,712
240
$443K 0.02%
3,687
241
$441K 0.02%
1,304
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242
$433K 0.02%
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-306
243
$432K 0.02%
12,439
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244
$429K 0.02%
1,535
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245
$417K 0.02%
7,109
+24
246
$404K 0.02%
6,987
247
$403K 0.02%
+1,512
248
$397K 0.02%
1,505
249
$395K 0.02%
1,135
-174
250
$391K 0.02%
8,580
-505
8 9
10
11 12