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
$1.64B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$105M
3
+$97.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$90.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$79.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.51%
2 Industrials 1%
3 Energy 0.31%
4 Consumer Staples 0.27%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.14%
+87,918
77
$2.3M 0.14%
+81,640
78
$2.27M 0.14%
+40,289
79
$2.26M 0.14%
+30,584
80
$2.13M 0.13%
+53,891
81
$2.11M 0.13%
+94,505
82
$2.05M 0.13%
+181,563
83
$1.97M 0.12%
+10,740
84
$1.91M 0.12%
+67,527
85
$1.8M 0.11%
+171,769
86
$1.78M 0.11%
+157,291
87
$1.76M 0.11%
+67,874
88
$1.65M 0.1%
+62,968
89
$1.61M 0.1%
+60,520
90
$1.61M 0.1%
+19,872
91
$1.57M 0.1%
+59,447
92
$1.53M 0.09%
+13,238
93
$1.51M 0.09%
+11,253
94
$1.49M 0.09%
+24,832
95
$1.34M 0.08%
+54,980
96
$1.3M 0.08%
+21,026
97
$1.29M 0.08%
+15,485
98
$1.22M 0.07%
+45,330
99
$1.21M 0.07%
+15,018
100
$1.21M 0.07%
+13,516
2 3
4
5 6