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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
$6.34B
AUM Growth
+$375M
(+6.3%)
Holding
210
Top Buys
| 1 | +$39.2M | |
| 2 | +$26.8M | |
| 3 | +$19.9M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$17M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$15.8M |
Top Sells
| 1 | +$24.8M | |
| 2 | +$15.2M | |
| 3 | +$9.78M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$7.6M |
| 5 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$6.56M |
Sector Composition
| 1 | Technology | 1.39% |
| 2 | Energy | 0.75% |
| 3 | Industrials | 0.27% |
| 4 | Healthcare | 0.21% |
| 5 | Communication Services | 0.2% |