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CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings

AUM $6.83B
1-Year Est. Return 12.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.1M
3
+$13M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$11.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.7M

Top Sells

1
+$13.2M
2
+$11.9M
3
+$5.74M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.93M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.54M

Sector Composition

1 Financials 1.77%
2 Consumer Staples 0.81%
3 Utilities 0.74%
4 Healthcare 0.74%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
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