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
$2.12B
AUM Growth
+$78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$51.6M
2 +$39.9M
3 +$35.9M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$25.5M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$21.8M

Sector Composition

1 Technology 0.9%
2 Industrials 0.55%
3 Energy 0.23%
4 Utilities 0.23%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,418
177
-625