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
$1B
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.64M
3
+$4.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.32M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$3.25M

Top Sells

1
+$8.82M
2
+$4.28M
3
+$3.75M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.51M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.3M

Sector Composition

1 Industrials 5.49%
2 Energy 2.15%
3 Financials 0.63%
4 Utilities 0.6%
5 Consumer Staples 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.03%
9,833
127
$206K 0.02%
10,085
128
– –
-16,441
129
– –
-23,886
2 3 4 5
6