CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings

AUM $6.62B
1-Year Est. Return 13.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.11%
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
+$12.9M
3
+$11.2M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.7M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.73M

Top Sells

1
+$10.9M
2
+$10M
3
+$6.04M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.31M
5
CVY icon
Invesco Zacks Multi-Asset Income ETF
CVY
+$3.8M

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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