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
$637M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.1M
3
+$11.7M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.75M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.14M

Top Sells

1
+$11.5M
2
+$10.6M
3
+$6.28M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.54M
5
CVY icon
Invesco Zacks Multi-Asset Income ETF
CVY
+$4M

Sector Composition

1 Financials 1.12%
2 Consumer Staples 0.87%
3 Healthcare 0.77%
4 Utilities 0.68%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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