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
$368M
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$27.5M
3
+$24M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$22.9M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$22.7M

Top Sells

1
+$823K
2
+$817K

Sector Composition

1 Financials 2.17%
2 Real Estate 0.31%
3 Healthcare 0.25%
4 Technology 0.23%
5 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.52M 1.23%
+57,801
27
$4.33M 1.17%
86,738
+65,342
28
$3.4M 0.92%
+251,660
29
$3.32M 0.9%
+284,556
30
$2.64M 0.72%
+21,732
31
$2.59M 0.7%
+28,257
32
$2.28M 0.62%
+26,977
33
$2.24M 0.61%
+21,192
34
$2.12M 0.58%
+20,965
35
$2.01M 0.54%
178,953
-72,864
36
$1.94M 0.53%
+137,195
37
$1.91M 0.52%
+38,729
38
$1.9M 0.52%
45,142
+33,716
39
$1.9M 0.52%
+31,891
40
$1.87M 0.51%
+72,570
41
$1.85M 0.5%
39,225
+28,855
42
$1.84M 0.5%
+26,383
43
$1.65M 0.45%
34,080
+20,235
44
$1.63M 0.44%
52,992
+37,830
45
$1.56M 0.42%
+21,417
46
$1.46M 0.4%
+59,991
47
$1.41M 0.38%
57,883
+42,045
48
$1.39M 0.38%
+14,069
49
$1.31M 0.36%
53,012
+37,556
50
$1.25M 0.34%
+11,761
1
2
3 4