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
$5.36B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Sells

1 +$80.1M
2 +$60.7M
3 +$60.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$40.4M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$34M

Sector Composition

1 Technology 1.16%
2 Energy 0.99%
3 Financials 0.36%
4 Industrials 0.26%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,326
202
-13,127