CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings
AUM
$5.96B
1-Year Return
9.54%
This Quarter Return
-2.01%
1 Year Return
+9.54%
3 Year Return
+31.19%
5 Year Return
+43.7%
10 Year Return
–
AUM
$5.16B
AUM Growth
+$821M
(+19%)
Cap. Flow
+$950M
Cap. Flow
% of AUM
18.41%
Top 10 Holdings %
Top 10 Hldgs %
56.85%
Holding
201
New
18
Increased
92
Reduced
58
Closed
11
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$847M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$28.2M |
| 3 |
Invesco S&P 500 Quality ETF
SPHQ
|
$26.4M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$22.2M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$13.1M |
Top Sells
Sector Composition
| 1 | Technology | 1.34% |
| 2 | Energy | 0.98% |
| 3 | Consumer Discretionary | 0.37% |
| 4 | Financials | 0.34% |
| 5 | Consumer Staples | 0.29% |
