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
$1.26B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.84M
3
+$8.42M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.65M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.13M

Top Sells

1
+$8.71M
2
+$8.55M
3
+$6.76M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.69M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.73M

Sector Composition

1 Technology 1.6%
2 Financials 0.49%
3 Consumer Staples 0.42%
4 Healthcare 0.38%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-18,969
152
– –
-14,089
153
– –
-20,583
154
– –
-23,500
155
– –
-38,527
156
– –
-42,602
3 4 5 6
7