Cliftonlarsonallen Wealth Advisors, LLC
CIK Number: 0000944361
5.36B
Market Value
180
# of Holdings
13 months
Avg. Holding Period
21.93%
Win Rate
8.42%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 484.02 | +0.16% | 1.57M | +100.00% | 846.73M | 538.81 | 16.41% |
| 2 | SPHQ | Invesco S&P 500... | 62.99 | +0.51% | 7.67M | +5.40% | 514.38M | 55.81 | 9.97% |
| 3 | VEA | Vanguard Develo... | 50.70 | +0.98% | 7.55M | +8.45% | 361.25M | 44.27 | 7.00% |
| 4 | SPAB | SPDR Portfolio ... | 25.26 | -0.24% | 12.82M | +7.45% | 320.4M | 25.39 | 6.21% |
| 5 | VTEB | Vanguard Tax-Ex... | 48.65 | -0.12% | 3.84M | +6.06% | 192.4M | 50.03 | 3.73% |
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