Cliftonlarsonallen Wealth Advisors, LLC
CIK Number: 0000944361
5.16B
Market Value
152
# of Holdings
13 months
Avg. Holding Period
73.46%
Win Rate
1.56%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Exchang... | 67.37 | +1.26% | 7.28M | +3.71% | 489.77M | 55.21 | 11.29% | |
| 2 | Vanguard Tax-Ma... | 48.17 | +1.24% | 6.97M | +5.95% | 367.84M | 43.97 | 8.48% | |
| 3 | Spdr Ser Tr | 24.95 | +0.91% | 11.93M | +10.45% | 311.90M | 25.42 | 7.19% | |
| 4 | Vanguard Mun Bd... | 49.80 | +0.53% | 3.62M | +7.91% | 184.98M | 50.02 | 4.26% | |
| 5 | Ishares Tr | 70.67 | +1.28% | 2.28M | +0.35% | 177.81M | 61.13 | 4.10% |
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