CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings
AUM
$5.96B
This Quarter Return
+0.56%
1 Year Return
+9.54%
3 Year Return
+31.19%
5 Year Return
+43.7%
10 Year Return
–
AUM
$1.15B
AUM Growth
+$1.15B
(+15%)
Cap. Flow
+$149M
Cap. Flow
% of AUM
12.97%
Top 10 Holdings %
Top 10 Hldgs %
55.09%
Holding
143
New
35
Increased
74
Reduced
23
Closed
1
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$10.8M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$10.8M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.7M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$8.33M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$7.23M |
Top Sells
Sector Composition
| 1 | Technology | 1.55% |
| 2 | Financials | 0.51% |
| 3 | Healthcare | 0.51% |
| 4 | Consumer Staples | 0.42% |
| 5 | Energy | 0.37% |
