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
$4.02B
AUM Growth
+$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$14.9M
3
+$14.1M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$10.5M
5
ITM icon
VanEck Intermediate Muni ETF
ITM
+$10.3M

Top Sells

1
+$27.9M
2
+$7.31M
3
+$3.37M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$3.36M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.98M

Sector Composition

1 Technology 0.68%
2 Consumer Discretionary 0.47%
3 Industrials 0.33%
4 Energy 0.24%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.03%
12,793
-3,126
127
$1.15M 0.03%
12,759
+1,707
128
$1.13M 0.03%
23,912
+12,641
129
$1.13M 0.03%
20,031
130
$1.1M 0.03%
43,927
+32,252
131
$1.1M 0.03%
+49,217
132
$1.1M 0.03%
33,980
133
$1.08M 0.03%
13,172
-394
134
$1.07M 0.03%
28,166
+1,856
135
$1.03M 0.03%
13,188
+1,859
136
$990K 0.02%
86,477
-32,908
137
$974K 0.02%
+12,568
138
$947K 0.02%
18,273
+80
139
$940K 0.02%
109,267
-32,260
140
$912K 0.02%
+19,074
141
$908K 0.02%
17,429
+2,003
142
$897K 0.02%
18,988
+991
143
$896K 0.02%
17,784
-4,310
144
$891K 0.02%
15,368
+519
145
$871K 0.02%
41,888
-13,980
146
$851K 0.02%
+38,293
147
$793K 0.02%
21,305
+46
148
$768K 0.02%
15,210
+801
149
$762K 0.02%
36,710
+18,020
150
$761K 0.02%
15,146
+728
4 5
6
7 8