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
251
$387K 0.02%
4,723
+6
252
$380K 0.01%
25,517
+15
253
$380K 0.01%
6,132
+194
254
$378K 0.01%
5,003
-15
255
$375K 0.01%
1,625
-179
256
$372K 0.01%
1,555
+7
257
$366K 0.01%
1,431
258
$363K 0.01%
7,008
-772
259
$337K 0.01%
15,098
+3
260
$337K 0.01%
7,261
-1,194
261
$334K 0.01%
1,239
+9
262
$331K 0.01%
5,000
263
$327K 0.01%
8,523
264
$319K 0.01%
2,609
265
$318K 0.01%
4,055
+36
266
$313K 0.01%
8,033
+463
267
$305K 0.01%
14,109
268
$304K 0.01%
2,337
-7,010
269
$299K 0.01%
5,500
270
$293K 0.01%
2,461
271
$293K 0.01%
7,068
+132
272
$290K 0.01%
1,510
+250
273
$288K 0.01%
2,365
+11
274
$288K 0.01%
30,038
275
$286K 0.01%
2,805
9 10
11
12 13