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
$810M
AUM Growth
-$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Sells

1 +$250M
2 +$173M
3 +$121M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$97.3M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$93.4M

Sector Composition

1 Technology 2.33%
2 Energy 1.27%
3 Industrials 1.07%
4 Utilities 0.72%
5 Consumer Staples 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-14,311
177
-24,744
178
-129,188
179
-160,023
180
-83,152