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
$820M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$26.1M
3
+$25.6M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$14.5M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$9.32M

Top Sells

1
+$25.3M
2
+$12.6M
3
+$4.36M
4
JXI icon
iShares Global Utilities ETF
JXI
+$3.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.35M

Sector Composition

1 Industrials 4.67%
2 Energy 3.68%
3 Consumer Staples 1.47%
4 Healthcare 1.34%
5 Financials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-18,711
127
– –
-77,483
128
– –
-25,960
129
– –
-73,886
130
– –
-10,569
131
– –
-10,585
132
– –
-120,350
133
– –
-11,173
134
– –
-21,473
2 3 4 5
6