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
$2.55B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$16.8M
3
+$13.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.7M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$7.83M

Top Sells

1
+$7.31M
2
+$5.7M
3
+$2.97M
4
AAPL icon
Apple
AAPL
+$1.99M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.93M

Sector Composition

1 Technology 1.08%
2 Industrials 0.89%
3 Consumer Staples 0.45%
4 Healthcare 0.41%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$728K 0.03%
25,406
-2,025
177
$728K 0.03%
2,799
+18
178
$726K 0.03%
6,568
+43
179
$723K 0.03%
14,224
180
$719K 0.03%
18,060
+742
181
$696K 0.03%
4,562
182
$688K 0.03%
11,624
-331
183
$687K 0.03%
30,090
+218
184
$685K 0.03%
1,753
+8
185
$681K 0.03%
11,160
-1,290
186
$674K 0.03%
7,842
-759
187
$670K 0.03%
5,811
-521
188
$662K 0.03%
15,393
+421
189
$660K 0.03%
1,362
190
$660K 0.03%
12,552
+1,282
191
$653K 0.03%
11,106
-1,207
192
$645K 0.03%
7,401
-336
193
$644K 0.03%
4,847
-26
194
$644K 0.03%
4,614
195
$643K 0.03%
3,800
196
$636K 0.02%
13,425
+99
197
$633K 0.02%
11,718
+377
198
$620K 0.02%
18,565
+156
199
$616K 0.02%
11,224
+2,353
200
$609K 0.02%
9,845
+37
6 7
8
9 10