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
$973M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.81M
3
+$5.73M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$4.08M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.98M

Top Sells

1
+$4.97M
2
+$4.61M
3
+$4.48M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.99M
5
CVX icon
Chevron
CVX
+$1.78M

Sector Composition

1 Industrials 6.2%
2 Energy 2.83%
3 Financials 0.63%
4 Utilities 0.62%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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