CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings
AUM
$5.96B
This Quarter Return
+2.66%
1 Year Return
+9.54%
3 Year Return
+31.19%
5 Year Return
+43.7%
10 Year Return
–
AUM
$595M
AUM Growth
+$595M
(+12%)
Cap. Flow
+$40.9M
Cap. Flow
% of AUM
6.87%
Top 10 Holdings %
Top 10 Hldgs %
54.37%
Holding
122
New
13
Increased
41
Reduced
49
Closed
9
Top Buys
Top Sells
| 1 |
iShares International Select Dividend ETF
IDV
|
$6.73M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$6.23M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$5.63M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$4.7M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.67M |
Sector Composition
| 1 | Consumer Staples | 1.96% |
| 2 | Financials | 1.54% |
| 3 | Healthcare | 0.95% |
| 4 | Utilities | 0.65% |
| 5 | Technology | 0.65% |
