CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings
AUM
$5.96B
This Quarter Return
+0.07%
1 Year Return
+9.54%
3 Year Return
+31.19%
5 Year Return
+43.7%
10 Year Return
–
AUM
$36.5M
AUM Growth
–
Cap. Flow
+$36.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.61%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$5.52M |
| 2 |
Schwab International Equity ETF
SCHF
|
$2.96M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$2.75M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$2.73M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.73M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.2B
| $312K | 0.85% |
+13,634
| New | +$312K |
|