CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings
AUM
$5.96B
This Quarter Return
-11.57%
1 Year Return
+9.54%
3 Year Return
+31.19%
5 Year Return
+43.7%
10 Year Return
–
AUM
$2.41B
AUM Growth
+$2.41B
(-14%)
Cap. Flow
-$70M
Cap. Flow
% of AUM
-2.91%
Top 10 Holdings %
Top 10 Hldgs %
49.3%
Holding
200
New
13
Increased
55
Reduced
98
Closed
21
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$13.1M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$10.5M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$6.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$5.74M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.08M |
Top Sells
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Energy | 0.42% |
| 3 | Industrials | 0.35% |
| 4 | Utilities | 0.24% |
| 5 | Healthcare | 0.2% |
