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
$508M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$12.4M
3
+$11.9M
4
CVY icon
Invesco Zacks Multi-Asset Income ETF
CVY
+$5.49M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.29M

Top Sells

1
+$7.96M
2
+$3.33M
3
+$1.85M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.72M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$787K

Sector Composition

1 Financials 1.97%
2 Healthcare 0.29%
3 Technology 0.29%
4 Consumer Discretionary 0.28%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.07%
11,958
+853
77
$259K 0.05%
+10,430
78
– –
-5,618
1 2 3
4