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
$1.64B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$107M
2 +$105M
3 +$97.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$90.1M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$79.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.51%
2 Industrials 1%
3 Energy 0.31%
4 Consumer Staples 0.27%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$278K 0.02%
+25,424
152
$266K 0.02%
+30,038
153
$247K 0.02%
+12,932
154
$212K 0.01%
+6,228
155
$207K 0.01%
+14,352