We are live on
!
Find out more
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Portfolio holdings
AUM
$6.83B
1-Year Est. Return
12.51%
This Fund
S&P 500
1 Year Est. Return
+12.51%
AUM
$4.39B
AUM Growth
+$372M
(+9.3%)
Holding
193
Top Buys
| 1 | +$179M | |
| 2 | +$101M | |
| 3 | +$74.6M | |
| 4 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$65.5M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$55M |
Top Sells
| 1 | +$124M | |
| 2 | +$79.3M | |
| 3 | +$73.8M | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$70.4M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$58.8M |
Sector Composition
| 1 | Technology | 0.71% |
| 2 | Industrials | 0.29% |
| 3 | Energy | 0.24% |
| 4 | Consumer Staples | 0.18% |
| 5 | Utilities | 0.17% |