CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings
AUM
$5.96B
1-Year Return
9.54%
This Quarter Return
+7.36%
1 Year Return
+9.54%
3 Year Return
+31.19%
5 Year Return
+43.7%
10 Year Return
–
AUM
$2.69B
AUM Growth
+$1.88B
(+232%)
Cap. Flow
+$1.81B
Cap. Flow
% of AUM
67.47%
Top 10 Holdings %
Top 10 Hldgs %
49.19%
Holding
190
New
102
Increased
34
Reduced
40
Closed
5
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$304M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$224M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$99.2M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$95.9M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$93.2M |
Top Sells
Sector Composition
| 1 | Technology | 0.74% |
| 2 | Industrials | 0.53% |
| 3 | Energy | 0.47% |
| 4 | Utilities | 0.24% |
| 5 | Healthcare | 0.22% |
