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
276
$285K 0.01%
1,300
277
$279K 0.01%
3,388
-447
278
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+10,534
279
$269K 0.01%
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280
$261K 0.01%
3,627
281
$257K 0.01%
8,580
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282
$256K 0.01%
1,935
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283
$253K 0.01%
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284
$252K 0.01%
7,644
285
$250K 0.01%
4,166
286
$250K 0.01%
1,277
-32
287
$249K 0.01%
4,238
288
$245K 0.01%
2,400
289
$244K 0.01%
2,592
-16,770
290
$238K 0.01%
6,757
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291
$238K 0.01%
1,847
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292
$232K 0.01%
+1,089
293
$231K 0.01%
14,147
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294
$230K 0.01%
5,000
295
$224K 0.01%
+1,928
296
$214K 0.01%
3,618
297
$210K 0.01%
3,405
298
$207K 0.01%
1,432
-3,999
299
$206K 0.01%
1,045
300
$200K 0.01%
1,197
+15
9 10 11
12
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