CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings
AUM
$5.96B
1-Year Return
9.54%
This Quarter Return
-1.04%
1 Year Return
+9.54%
3 Year Return
+31.19%
5 Year Return
+43.7%
10 Year Return
–
AUM
$2.55B
AUM Growth
+$113M
(+4.6%)
Cap. Flow
+$138M
Cap. Flow
% of AUM
5.41%
Top 10 Holdings %
Top 10 Hldgs %
44.33%
Holding
311
New
10
Increased
133
Reduced
100
Closed
11
Top Buys
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$7.31M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.7M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.97M |
| 4 |
Apple
AAPL
|
$1.99M |
| 5 |
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% |
