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
$3.57B
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$21.7M
3
+$14.3M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$11.9M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$11.2M

Top Sells

1
+$3.52M
2
+$1.85M
3
+$1.71M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$1.55M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.45M

Sector Composition

1 Technology 0.64%
2 Industrials 0.35%
3 Energy 0.29%
4 Utilities 0.16%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$250K 0.01%
13,725
177
$247K 0.01%
24,421
-1,157
178
$232K 0.01%
20,552
179
$231K 0.01%
+15,391
180
$227K 0.01%
+10,207
181
– –
-11,456
182
– –
-10,077
183
– –
-11,163
184
– –
-80,000
185
– –
-80,000
186
– –
-10,226
4 5 6 7
8