CliftonLarsonAllen Wealth Advisors Portfolio
Invests via CliftonLarsonAllen Wealth Advisors LLC | Managed by CliftonLarsonAllen Wealth Advisors LLC
Invests via CliftonLarsonAllen Wealth Advisors LLC
Managed by CliftonLarsonAllen Wealth Advisors LLC
Automatically Tracked
Company Profile
Regional wealth management and advisory business CliftonLarsonAllen Wealth Advisors operates as the private wealth arm of CLA, providing financial planning, investment management, retirement plan consulting and tax-aware wealth strategies for high-net-worth individuals, families and nonprofit clients. The firm leverages CPA-led tax and audit capabilities, targets advisory fee income, and competes with regional RIA platforms and multifamily offices.
Regional wealth management and advisory business CliftonLarsonAllen Wealth Advisors operates as the private wealth arm of CLA, providing financial planning, investment management, retirement plan consulting and tax-aware wealth strategies for high-net-worth individuals, families and nonprofit clients. The firm leverages CPA-led tax and audit capabilities, targets advisory fee income, and competes with regional RIA platforms and multifamily offices.
Investment Philosophy & Strategy
Operating as a CPA-led private wealth arm, the firm emphasizes tax-aware, fiduciary portfolio management that blends strategic asset allocation with tax-efficient income planning. Portfolios combine diversified multi-asset exposures—active and passive—tailored to client liabilities and life stage, with liability-driven and retirement-focused solutions for HNW individuals and nonprofits. Capital deployment favors fee-based advisory mandates, disciplined risk controls, systematic rebalancing, and customized tax-loss harvesting to preserve after-tax returns over long-term horizons.
Operating as a CPA-led private wealth arm, the firm emphasizes tax-aware, fiduciary portfolio management that blends strategic asset allocation with tax-efficient income planning. Portfolios combine diversified multi-asset exposures—active and passive—tailored to client liabilities and life stage, with liability-driven and retirement-focused solutions for HNW individuals and nonprofits. Capital deployment favors fee-based advisory mandates, disciplined risk controls, systematic rebalancing, and customized tax-loss harvesting to preserve after-tax returns over long-term horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
72.89%
Gain -0.52%
Monthly
0.71%
Yearly
8.85%
Drawdown
30.55%
$7.69B
Equity
Holdings
$7.69B
Investment
$6.34B
$2.13B
Profit -$23.37M
Realized
$777.19M
Unrealized
$1.35B
Dividends
$656.97M
Goals
Avg. 68.67% completed goals
Yearly
Gain > 7% 2026
Yearly
Loss < 13% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$23.37M
Win %
61%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$46.25M
Win %
61%
This Month
Compared to last month
Gain
0.44%
Profit
$33.71M
Win %
61%
This Year
Compared to last year
Gain
0.41%
Profit
$31.53M
Win %
65%
CMCSA Comcast Corp
+2.27%
+$10,748.92 
F Ford Motor Company
+2.23%
+$8,156.5 
RTX RTX Corporation
+2.11%
+$51,137.26 
PEP PepsiCo, Inc.
+2.09%
+$38,388.32 
USB U.S. Bancorp
+2%
+$15,766.5 
C Citigroup Inc.
+1.8%
+$29,085.17 
KO The Coca-Cola Company
+1.76%
+$91,928.52 
JPM JPMorgan Chase & Co.
+1.75%
+$118,245.28 
EXC Exelon Corporation
+1.74%
+$33,288.9 
DUK Duke Energy Corporation
+1.7%
+$40,957.52 
SO The Southern Company
+1.65%
+$19,595.1 
DNP DNP Select Income Fund Inc.
+1.63%
+$3,574.4 
CVX Chevron Corporation
+1.43%
+$48,136.05 
MO Altria Group, Inc.
+1.43%
+$23,301.78 
ROK Rockwell Automation, Inc.
+1.43%
+$203,313.05 
DVN Devon Energy Corporation
+1.36%
+$67,804.67 
WFC Wells Fargo & Company
+1.28%
+$14,338.62 
SBAC SBA Communications Corporation
+1.25%
+$26,655.02 
NEE NextEra Energy, Inc.
+1.25%
+$26,172.63 
ET Energy Transfer L.P.
+1.23%
+$8,498.07 
JNJ Johnson & Johnson
+1.22%
+$122,592.66 
XLU Utilities Select Sector SPDR Fund
+1.21%
+$8,442.08 
PCG PG&E Corporation
+1.2%
+$4,823.14 
HDV iShares Core High Dividend ETF
+1.15%
+$28,177.5 
MRK Merck & Co., Inc.
+1.14%
+$53,166.3 
PG Procter & Gamble Co
+1.07%
+$59,534.35 
WMB The Williams Companies, Inc.
+0.97%
+$7,642.02 
XOM Exxon Mobil Corporation
+0.94%
+$59,489.84 
AAPL Apple Inc.
+0.87%
+$427,105.52 
SPLV Invesco S&P 500 Low Volatility ETF
+0.84%
+$199,336.2 
MATW Matthews International Corporation
+0.83%
+$2,043.36 
NAD Nuveen Quality Municipal Income Fund
+0.82%
+$7,979.03 
VZ Verizon Communications Inc.
+0.74%
+$11,815.98 
IBMU iShares iBonds Dec 2032 Term Muni Bond ETF
+0.74%
+$5,670.72 
XLB Materials Select Sector SPDR Fund
+0.73%
+$3,785.1 
CARR Carrier Global Corporation
+0.73%
+$5,272 
BAC Bank of America Corporation
+0.71%
+$20,489.28 
DVY iShares Select Dividend ETF
+0.68%
+$19,705.68 
DFIV Dimensional International Value ETF
+0.66%
+$8,140 
XLRE The Real Estate Select Sector SPDR Fund
+0.64%
+$3,205.44 
T AT&T Inc.
+0.62%
+$5,870.9 
FNDF Schwab Fundamental International Large Company Index ETF
+0.6%
+$4,305.6 
XLF Financial Select Sector SPDR Fund
+0.56%
+$8,356.67 
VFC V.F. Corporation
+0.56%
+$1,522.66 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.55%
+$2,269.3 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.54%
+$20,281.8 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.54%
+$1,350 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
+0.5%
+$23,825.87 
SDY SPDR S&P Dividend ETF
+0.47%
+$47,569.52 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.47%
+$8,732.64 
USCI United States Commodity Index Fund
+0.45%
+$9,762.27 
PFE Pfizer Inc.
+0.44%
+$2,877.29 
WMT Walmart Inc.
+0.44%
+$35,241.96 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.43%
+$1,233.78 
DGRO iShares Core Dividend Growth ETF
+0.41%
+$14,251.58 
ABBV AbbVie Inc.
+0.41%
+$28,161.56 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$338,104.8 
BMO Bank of Montreal
+0.35%
+$13,012.45 
VGK Vanguard FTSE Europe ETF
+0.32%
+$9,562 
IQLT iShares MSCI International Quality Factor ETF
+0.31%
+$49,801.21 
DON WisdomTree U.S. MidCap Dividend Fund
+0.31%
+$8,276.96 
CVS CVS Health Corporation
+0.28%
+$3,153.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.26%
+$390,974.09 
UBS UBS Group AG
+0.24%
+$3,930.36 
EFA iShares MSCI EAFE ETF
+0.24%
+$4,987.25 
VTV Vanguard Value ETF
+0.23%
+$11,752.75 
ADP Automatic Data Processing Inc.
+0.2%
+$14,333.79 
RAAX VanEck Real Assets ETF
+0.2%
+$1,506.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$1.45M 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.18%
+$109,576.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.18%
+$37,454.46 
SCHP Schwab U.S. TIPS ETF
+0.16%
+$8,297.24 
DFLV Dimensional US Large Cap Value ETF
+0.16%
+$1,877.27 
WM Waste Management, Inc.
+0.15%
+$5,038.77 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.13%
+$7,517.5 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.13%
+$49,568.82 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.12%
+$110,755.45 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.11%
+$16,400.06 
VIG Vanguard Dividend Appreciation ETF
+0.1%
+$13,988.33 
DMX DoubleLine Multi-Sector Income ETF
+0.1%
+$809.75 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.1%
+$8,282.98 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.09%
+$7,038.3 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$16,738.52 
DFAT Dimensional US Targeted Value ETF
+0.09%
+$678.84 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.09%
+$218.64 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.08%
+$36,242.8 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$15,518.88 
SCHF Schwab International Equity ETF
+0.07%
+$12,234.64 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.07%
+$5,331.8 
VOOV Vanguard S&P 500 Value ETF
+0.07%
+$6,398.88 
IBTI iShares iBonds Dec 2028 Term ETF
+0.07%
+$8,749.86 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.07%
+$1,604.78 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$3,386.31 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$4,716.27 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$373.49 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$5,276.13 
PREF Principal Spectrum Preferred Securities Active ETF
+0.06%
+$1,606.37 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.06%
+$192.09 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.05%
+$2,032.05 
IBTL iShares iBonds Dec 2031 Term Fund
+0.05%
+$1,329.87 
BMY Bristol-Myers Squibb Company
+0.05%
+$868.95 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$10,546.75 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.04%
+$1,184.12 
BGRN iShares USD Green Bond ETF
+0.04%
+$935.14 
IVE ISHARES S&P 500 VALUE ETF
+0.04%
+$34,246.97 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.04%
+$1,291.12 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$3,314.71 
BINC iShares Flexible Income Active ETF
+0.04%
+$46,817.4 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$197.94 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$580.46 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.04%
+$89,694.38 
JCPB JPMorgan Core Plus Bond ETF
+0.03%
+$284.84 
IEI iShares 3-7 Year Treasury Bond ETF
+0.03%
+$1,797.42 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$348.05 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.03%
+$1,176.76 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$1,202.58 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.02%
+$50.37 
SHYM iShares High Yield Bond ETF
+0.02%
+$723.72 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.02%
+$1,545.27 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$4,325.56 
BKMI BNY Mellon Municipal Intermediate ETF
+0.01%
+$34.75 
IWD iShares Russell 1000 Value ETF
+0.01%
+$807.57 
CMF iShares California Muni Bond ETF
+0.01%
+$876.76 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
0%
$0 XAGG
XAGG
0%
$0 
P Everpure Inc.
-6.11%
-$107,107.3 
INTC Intel Corporation
-4.36%
-$80,163.2 
MSFT Microsoft Corp.
-2.04%
-$781,161.12 
VGT Vanguard Information Technology ETF
-2%
-$114,630.6 
FSS Federal Signal Corp.
-1.81%
-$58,037.55 
GOOGL Alphabet Inc
-1.59%
-$138,521.84 
CSCO Cisco Systems, Inc.
-1.59%
-$95,575.4 
MGK Vanguard Mega Cap Growth ETF
-1.54%
-$37,395.7 
BETA BETA Technologies, Inc. - Class A Common Stock
-1.49%
-$36,806.56 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$197,233.11 
BITB Bitwise Bitcoin ETF
-1.32%
-$43,996.3 
IBIT iShares Bitcoin Trust
-1.32%
-$16,173.27 
EEM iShares MSCI Emerging Markets ETF
-1.29%
-$32,498.4 
VUG Vanguard Growth ETF
-1.29%
-$101,223.04 
FSCO FS Credit Opportunities Corp.
-1.27%
-$2,600 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.25%
-$10,226.04 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.25%
-$408,768.75 
JGRO JPMorgan Active Growth ETF
-1.22%
-$25,812.32 
IWY iShares Russell Top 200 Growth ETF
-1.21%
-$437,547.03 
IEMG iShares Core MSCI Emerging Markets ETF
-1.16%
-$427,358.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$1.17M 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.15%
-$1.27M 
VOOG Vanguard S&P 500 Growth ETF
-1.14%
-$18,792.78 
SCHE Schwab Emerging Markets Equity ETF
-1.12%
-$80,163.68 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.1%
-$22,037.1 
LDEM iShares ESG MSCI EM Leaders ETF
-1.1%
-$14,575.78 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$2.87M 
IWM iShares Russell 2000 ETF
-1.08%
-$39,127.21 
SCHA Schwab U.S. Small-Cap ETF
-1.05%
-$307,749.35 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1%
-$19,618.2 
ETHE Grayscale Ethereum Trust ETF
-0.97%
-$5,455.85 
AKRE Akre Focus ETF
-0.94%
-$14,809.5 
SCHM Schwab U.S. Mid-Cap ETF
-0.81%
-$6,171.2 
IWR iShares Russell Mid-Cap ETF
-0.78%
-$25,828.95 
AMZN Amazon.com Inc
-0.73%
-$64,314.73 
DFUS Dimensional U.S. Equity Market ETF
-0.72%
-$10,436.25 
SUSL iShares ESG MSCI USA Leaders ETF
-0.71%
-$84,175.64 
SCHB Schwab U.S. Broad Market ETF
-0.71%
-$519,512.91 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.7%
-$23,052.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.68%
-$525,729.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$80,702.61 
EMR Emerson Electric Co.
-0.63%
-$13,362 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.63%
-$12,536.01 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.63%
-$50,058.06 
SCHX Schwab U.S. Large-Cap ETF
-0.63%
-$25,374.31 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.62%
-$4,996 
SPHQ Invesco S&P 500 Quality ETF
-0.61%
-$4.02M 
VOO Vanguard S&P 500 ETF
-0.6%
-$10.5M 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$48,193.97 
IVV iShares Core S&P 500 ETF
-0.6%
-$238,044.38 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$112,961.71 
MLN VanEck Long Muni ETF
-0.51%
-$82,448.47 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.51%
-$1.41M 
VO Vanguard Mid-Cap ETF
-0.48%
-$5,690.49 
IJR iShares Core S&P Small-Cap ETF
-0.47%
-$111,796.75 
ARCC Ares Capital Corporation
-0.45%
-$1,242.28 
CEG Constellation Energy Corporation
-0.41%
-$19,188.53 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.39%
-$2,298.78 
AOA iShares Core Aggressive Allocation ETF
-0.37%
-$7,944.95 
QUAL iShares MSCI USA Quality Factor ETF
-0.36%
-$209,929.02 
PFF iShares Preferred and Income Securities ETF
-0.33%
-$195,321.14 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.31%
-$2,275.82 
VPL Vanguard FTSE Pacific ETF
-0.29%
-$7,011.55 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.29%
-$211,742.57 
MOAT VanEck Morningstar Wide Moat Fund
-0.29%
-$7,401.92 
ABT Abbott Laboratories
-0.29%
-$4,646.7 
HYD VanEck High Yield Muni ETF
-0.28%
-$14,676.66 
VEU Vanguard FTSE All-World ex-US ETF
-0.25%
-$69,072.9 
SHYD VanEck Short High Yield Municipal Fund
-0.22%
-$4,547.55 
FTCA Franklin California Municipal Income ETF
-0.22%
-$6,668.28 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.21%
-$8,706.4 
IXUS iShares Core International Stock ETF
-0.2%
-$22,746.99 
ITM VanEck Intermediate Muni ETF
-0.2%
-$97,260.75 
RDVY First Trust Rising Dividend Achievers ETF
-0.19%
-$1,656.95 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.16%
-$64,495.86 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.15%
-$778.11 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
-0.15%
-$1,434.79 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.13%
-$60,237.48 
BNDX Vanguard Total International Bond ETF
-0.13%
-$1,252.02 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.12%
-$793.74 
MPC Marathon Petroleum Corporation
-0.11%
-$6,557.71 
CWI SPDR MSCI ACWI ex-US ETF
-0.1%
-$33,747.64 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$590.92 
FLMI Franklin Dynamic Municipal Bond ETF
-0.09%
-$109,077.28 
SMBS Schwab Mortgage-Backed Securities ETF
-0.08%
-$1,054.88 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.08%
-$755.1 
IGEB iShares Investment Grade Corporate Bond ETF
-0.08%
-$6,898.43 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.07%
-$1,552.23 
MUB iShares National Muni Bond ETF
-0.07%
-$41,373.08 
MBB iShares MBS ETF
-0.07%
-$123,352.61 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.06%
-$1,499.95 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$5,046.8 
VTC Vanguard Total Corporate Bond Fund
-0.05%
-$494.32 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.05%
-$4,786.22 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.04%
-$513.18 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$5,609 
BMOP BNY Mellon Municipal Opportunities ETF
-0.04%
-$123.44 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.04%
-$962.39 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$1,436.31 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.03%
-$151.51 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.03%
-$103.46 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$103,019.6 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.03%
-$2,471.73 
HMOP Hartford Municipal Opportunities ETF
-0.03%
-$1,109.96 
NVDA NVIDIA Corporation
-0.03%
-$4,007.57 
NYF iShares New York Muni Bond ETF
-0.02%
-$108.52 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.02%
-$52,838.04 
COWZ Pacer US Cash Cows 100 ETF
-0.01%
-$160.75 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.01%
-$266.06 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$233.12 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7009 | Longs Won 4246/7009 60% | Profit Factor 6.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.29M |
| Average Win $586,789.51 | Best Trade (Oct 15) $264.98M | Sharpe Ratio -4.56 |
| Average Loss -$132,360.34 | Worst Trade (Sep 29) -$27.58M | Z-Score -18.41 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m | Expectancy $303,295.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 143,324 | $29.74M | $49.44M | - | $19.71M | 66.26% | +0.871% |
| ABBV AbbVie Inc. | 24,277 | $4.9M | $6.91M | - | $2.01M | 41% | +0.409% |
| ABT Abbott Laboratories | 15,489 | $1.69M | $1.62M | - | -$70,398.37 | -4.17% | -0.287% |
| ADP Automatic Data Processing Inc. | 24,713 | $5.02M | $7.07M | - | $2.05M | 40.88% | +0.203% |
| AGG iShares Core U.S. Aggregate Bond ETF | 140,225 | $13.86M | $13.37M | - | -$491,672.21 | -3.55% | -0.042% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 51,741 | $2.28M | $2.16M | - | -$118,572.41 | -5.21% | -0.072% |
| AKRE Akre Focus ETF | 27,425 | $1.8M | $1.57M | - | -$230,370.25 | -12.82% | -0.937% |
| AMZN Amazon.com Inc | 34,578 | $6.76M | $8.74M | - | $1.99M | 29.4% | -0.73% |
| AOA iShares Core Aggressive Allocation ETF | 21,767 | $1.44M | $2.11M | - | $669,610.43 | 46.38% | -0.375% |
| ARCC Ares Capital Corporation | 14,615 | $270,816.1 | $275,273.52 | - | $4,457.42 | 1.65% | -0.449% |
| BAC Bank of America Corporation | 56,135 | $2.35M | $2.92M | - | $569,428.9 | 24.2% | +0.706% |
| BETA BETA Technologies, Inc. - Class A Common Stock | 131,452 | $2.91M | $2.43M | - | -$470,598.96 | -16.2% | -1.489% |
| BGRN iShares USD Green Bond ETF | 46,757 | $2.26M | $2.15M | - | -$112,979.79 | -5% | +0.044% |
| BINC iShares Flexible Income Active ETF | 2.34M | $121.44M | $118.71M | - | -$2.74M | -2.26% | +0.039% |
| BITB Bitwise Bitcoin ETF | 74,570 | $3.99M | $3.29M | - | -$706,732.44 | -17.7% | -1.321% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 11,978 | $638,787 | $728,861.3 | - | $90,074.3 | 14.1% | -0.311% |
| BKMI BNY Mellon Municipal Intermediate ETF | 10,222 | $266,801 | $257,798.84 | - | -$9,002.16 | -3.37% | +0.013% |
| BMO Bank of Montreal | 22,055 | $2.61M | $3.68M | - | $1.06M | 40.63% | +0.355% |
| BMOP BNY Mellon Municipal Opportunities ETF | 12,344 | $304,033 | $292,429.36 | - | -$11,603.64 | -3.82% | -0.042% |
| BMY Bristol-Myers Squibb Company | 28,965 | $1.54M | $1.76M | - | $213,245.56 | 13.83% | +0.05% |
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FAQ
Which stocks have generated the highest profits for CliftonLarsonAllen Wealth Advisors?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $192.5M, ISHARES S&P 500 GROWTH ETF (3IS8) - $99.33M, iShares Core MSCI EAFE ETF - $68.13M, ISHARES S&P 500 VALUE ETF - $66.3M, and Schwab U.S. Large-Cap Growth ETF - $64.43M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Devon Energy Corporation - $11.3M, Vanguard Long-Term Treasury Fund - $8.12M, CVY - $6.13M, EOG Resources, Inc - $4.5M, and iShares MSCI USA Value Factor ETF - $2.92M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does CliftonLarsonAllen Wealth Advisors's portfolio generate?
The portfolio generates substantial dividend income, with a total of $656.97M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $50.02M, Vanguard S&P 500 ETF - $43.45M, iShares Core MSCI EAFE ETF - $34.81M, SPDR Portfolio Aggregate Bond ETF - $31.9M, and Vanguard Tax-Exempt Bond ETF - $26.44M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are CliftonLarsonAllen Wealth Advisors's monthly returns?
CliftonLarsonAllen Wealth Advisors's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can CliftonLarsonAllen Wealth Advisors's strategy be considered aggressive or moderate?
CliftonLarsonAllen Wealth Advisors's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow CliftonLarsonAllen Wealth Advisors's strategy?
CliftonLarsonAllen Wealth Advisors's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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