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:
69.61%
Gain -0.83%
Monthly
0.73%
Yearly
9.15%
Drawdown
30.56%
$7.62B
Equity
Holdings
$7.62B
Investment
$6.12B
$2.23B
Profit -$39.89M
Realized
$733.29M
Unrealized
$1.5B
Dividends
$634.14M
Goals
Avg. 67.33% completed goals
Yearly
Gain > 7% 2026
Yearly
Loss < 13% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.83%
Profit
-$39.89M
Win %
65%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$55.05M
Win %
65%
This Month
Compared to last month
Gain
-0.68%
Profit
-$51.79M
Win %
65%
This Year
Compared to last year
Gain
0.16%
Profit
$12.08M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$1.55M 
GOOG Alphabet Inc
+6.88%
+$315,860.47 
GOOGL Alphabet Inc
+6.73%
+$675,650.43 
MSFT Microsoft Corp.
+3.02%
+$1.18M 
NVDA NVIDIA Corporation
+2.93%
+$641,285.18 
P Everpure Inc.
+2.81%
+$27,729.65 
CVX Chevron Corporation
+2.35%
+$102,142.96 
DVN Devon Energy Corporation
+2.17%
+$100,733.76 
CSCO Cisco Systems, Inc.
+2.14%
+$104,917.68 
TPL Texas Pacific Land Corporation
+2.11%
+$149,939.82 
ROK Rockwell Automation, Inc.
+1.93%
+$303,853.3 
VZ Verizon Communications Inc.
+1.52%
+$24,798.2 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$166,961.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$1.52M 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$1.46M 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$13,397.28 
CMCSA Comcast Corp
+1.23%
+$6,593.73 
COP ConocoPhillips
+1.22%
+$15,278.66 
WFC Wells Fargo & Company
+1.19%
+$15,802.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$353,941.5 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$25,499.9 
VUG Vanguard Growth ETF
+1.1%
+$89,282.79 
XLE Energy Select Sector SPDR Fund
+1%
+$5,907.08 
ADP Automatic Data Processing Inc.
+0.98%
+$82,972.92 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2.37M 
WMB The Williams Companies, Inc.
+0.89%
+$6,974.1 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$61,728.86 
IBM International Business Machines Corporation
+0.86%
+$21,026.97 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$313,575.34 
MCD McDonald's Corporation
+0.82%
+$23,773.31 
EMR Emerson Electric Co.
+0.79%
+$16,489.46 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$74,518.53 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$19,695.84 
MPC Marathon Petroleum Corporation
+0.76%
+$31,959.25 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$102,250.32 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$282,797.37 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$130,307.39 
VOO Vanguard S&P 500 ETF
+0.71%
+$11.44M 
BMY Bristol-Myers Squibb Company
+0.69%
+$13,745.7 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$9,705.94 
IVV iShares Core S&P 500 ETF
+0.69%
+$260,966.4 
CARR Carrier Global Corporation
+0.68%
+$8,268.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$12,405.34 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$25,749.75 
JGRO JPMorgan Active Growth ETF
+0.61%
+$13,531.28 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$4,192.3 
ET Energy Transfer L.P.
+0.59%
+$4,219.92 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$429,706.28 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$74,913.42 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$19,438.92 
MO Altria Group, Inc.
+0.57%
+$6,869.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$370,016.2 
EXC Exelon Corporation
+0.53%
+$13,048.08 
BMO Bank of Montreal
+0.47%
+$18,305.65 
IWD iShares Russell 1000 Value ETF
+0.44%
+$30,628.23 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$8,304.64 
CSX CSX Corporation
+0.42%
+$2,893.8 
PFE Pfizer Inc.
+0.4%
+$4,984.1 
RTX RTX Corporation
+0.39%
+$15,036 
AVGO Broadcom Inc.
+0.37%
+$17,629.92 
PG Procter & Gamble Co
+0.37%
+$22,446.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$268,712 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$3,100.06 
BAC Bank of America Corporation
+0.36%
+$12,666.72 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$870.9 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$2,116.64 
FSS Federal Signal Corp.
+0.32%
+$18,950 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$3,754.53 
MRK Merck & Co., Inc.
+0.32%
+$17,969.92 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$6,522.97 
JPM JPMorgan Chase & Co.
+0.27%
+$22,128.54 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$5,632.85 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$3,477.48 
SO The Southern Company
+0.21%
+$3,568.4 
JNJ Johnson & Johnson
+0.21%
+$17,027.31 
LDEM iShares ESG MSCI EM Leaders ETF
+0.2%
+$3,018.16 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,787.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$101,562.94 
USB U.S. Bancorp
+0.17%
+$1,791.87 
T AT&T Inc.
+0.17%
+$1,915.24 
FTCA Franklin California Municipal Income ETF
+0.14%
+$2,022.55 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$413.84 
MMM 3M Company
+0.12%
+$2,167.34 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$61,597.5 
C Citigroup Inc.
+0.1%
+$1,804.13 
WM Waste Management, Inc.
+0.1%
+$3,856.38 
WMT Walmart Inc.
+0.09%
+$7,113.84 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$447.8 
ABT Abbott Laboratories
+0.09%
+$1,450.89 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$1,031.38 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$881.65 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.08%
+$225 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$5,394.38 
USCI United States Commodity Index Fund
+0.05%
+$996.09 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$2,620.33 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$2,980.6 
HDV iShares Core High Dividend ETF
+0.04%
+$828.75 
DIS The Walt Disney Company
+0.03%
+$414.51 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$148.36 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$281.06 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$769.99 
DMX DoubleLine Multi-Sector Income ETF
+0.01%
+$80.99 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$484.67 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MATW Matthews International Corporation
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$4.31M 
VFC V.F. Corporation
-4.28%
-$10,257.92 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$13,496.05 
IBIT iShares Bitcoin Trust
-2.89%
-$24,077.9 
BITB Bitwise Bitcoin ETF
-2.87%
-$79,243.59 
ABBV AbbVie Inc.
-2.51%
-$172,852.52 
XLB Materials Select Sector SPDR Fund
-2.34%
-$20,538.54 
PCG PG&E Corporation
-2.25%
-$12,446.8 
DNP DNP Select Income Fund Inc.
-1.74%
-$4,719.6 
MDLZ Mondelez International, Inc.
-1.22%
-$13,622.11 
UBS UBS Group AG
-1.22%
-$22,093.5 
F Ford Motor Company
-1.21%
-$7,386.84 
NEE NextEra Energy, Inc.
-1.15%
-$29,829.34 
AAL American Airlines Group Inc.
-1.04%
-$2,214.56 
INTC Intel Corporation
-1.02%
-$40,984.17 
KO The Coca-Cola Company
-1.02%
-$79,915.5 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$1,900 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$23,947.16 
XOM Exxon Mobil Corporation
-0.97%
-$77,346.09 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.88%
-$16,705.92 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$35,536.45 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$158,013.18 
D Dominion Energy, Inc.
-0.8%
-$5,713.68 
CVS CVS Health Corporation
-0.75%
-$8,750.83 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$3,535.35 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$88,381.91 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,505.6 
DUK Duke Energy Corporation
-0.67%
-$13,940.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5.2M 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$625,934.61 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$394,996.81 
EFA iShares MSCI EAFE ETF
-0.62%
-$13,178.88 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$36,650.88 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$4,305.62 
SCHF Schwab International Equity ETF
-0.58%
-$107,411.68 
SBAC SBA Communications Corporation
-0.51%
-$10,761.12 
IWM iShares Russell 2000 ETF
-0.47%
-$17,734.88 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$2.95M 
DFIV Dimensional International Value ETF
-0.47%
-$5,940 
PEP PepsiCo, Inc.
-0.46%
-$9,451.52 
DVY iShares Select Dividend ETF
-0.45%
-$11,855.91 
VGK Vanguard FTSE Europe ETF
-0.44%
-$13,660 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$2,378.22 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$2,202.42 
FSCO FS Credit Opportunities Corp.
-0.4%
-$802.44 
MBB iShares MBS ETF
-0.4%
-$724,289.43 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$111,573.41 
VGT Vanguard Information Technology ETF
-0.38%
-$20,761.26 
ARCC Ares Capital Corporation
-0.37%
-$1,032.15 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$52,042.63 
SMBS Schwab Mortgage-Backed Securities ETF
-0.32%
-$3,080 
CEG Constellation Energy Corporation
-0.31%
-$13,917.42 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$61,071.22 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$103,371.84 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$134,370.14 
MLN VanEck Long Muni ETF
-0.29%
-$25,437.55 
SDY SPDR S&P Dividend ETF
-0.28%
-$28,921.64 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$3,307.39 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$9,244.54 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$15,892.24 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.27%
-$1,174.81 
VTV Vanguard Value ETF
-0.27%
-$13,294.24 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$8,371.92 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,700.05 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$59,533.65 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,536.12 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,075.22 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$30,880.25 
BMOP BNY Mellon Municipal Opportunities ETF
-0.25%
-$752.98 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$2,023.89 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.23%
-$1,086.12 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,175.47 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$1,943.64 
VB Vanguard Small-Cap ETF
-0.22%
-$8,309.81 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$27,197.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$89,665.36 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$62,450.65 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$20,897 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$24,316.44 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.2%
-$463.36 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$4,396.03 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$489,375.95 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$49,773.45 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$166,413.5 
BKMI BNY Mellon Municipal Intermediate ETF
-0.19%
-$511.1 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$295,631.06 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,187.6 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$428.16 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$419,699.9 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$3,395.43 
IBCB iShares iBonds Dec 2036 Term Corporate ETF
-0.16%
-$1,111.24 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.16%
-$2,658.76 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$67,155.96 
FITB Fifth Third Bancorp
-0.16%
-$1,433.61 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,244.54 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$7,045.38 
IXUS iShares Core International Stock ETF
-0.15%
-$19,824.98 
BGRN iShares USD Green Bond ETF
-0.14%
-$3,206.15 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$5,194.53 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$990.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$1,529.06 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$11,587.2 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$15,343.32 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$1,455.3 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$2,545.45 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.12%
-$1,130.19 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$6,466.29 
MUB iShares National Muni Bond ETF
-0.11%
-$52,372.92 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$3,662.67 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$8,927.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,020.38 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$319,711.5 
HYD VanEck High Yield Muni ETF
-0.1%
-$2,585.2 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.1%
-$6,262.57 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$3,262.55 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$384.18 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$4,754.4 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$133,527.45 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$2,434.4 
AKRE Akre Focus ETF
-0.09%
-$1,371.25 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.08%
-$801.62 
BINC iShares Flexible Income Active ETF
-0.08%
-$88,314.51 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$619.49 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$2,441.79 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$4,648.48 
CMF iShares California Muni Bond ETF
-0.05%
-$5,860.35 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$309.71 
VO Vanguard Mid-Cap ETF
-0.05%
-$598.52 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$4,671.09 
SHYM iShares High Yield Bond ETF
-0.04%
-$1,541.76 
ITM VanEck Intermediate Muni ETF
-0.04%
-$21,103.8 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$2,141.64 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$3,413.42 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$2,345.82 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$2,227.17 
XEL Xcel Energy Inc.
-0.04%
-$565.41 
NYF iShares New York Muni Bond ETF
-0.04%
-$205.44 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.04%
-$1,362.8 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$7,071.95 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$4,428.03 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6799 | Longs Won 4157/6799 61% | Profit Factor 7.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.41M |
| Average Win $615,516.82 | Best Trade (Aug 14) $276.8M | Sharpe Ratio -4.42 |
| Average Loss -$122,845.47 | Worst Trade (Sep 29) -$27.58M | Z-Score -17.23 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 4w 1d | Expectancy $328,599.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 13,841 | $250,107 | $211,352.07 | - | -$38,754.93 | -15.5% | -1.037% |
| AAPL Apple Inc. | 175,697 | $32.69M | $54.27M | - | $21.58M | 66.02% | -7.354% |
| ABBV AbbVie Inc. | 26,716 | $5.32M | $6.7M | - | $1.39M | 26.06% | -2.513% |
| ABT Abbott Laboratories | 16,121 | $1.76M | $1.7M | - | -$54,636.02 | -3.11% | +0.085% |
| ADP Automatic Data Processing Inc. | 32,036 | $6.51M | $8.54M | - | $2.03M | 31.14% | +0.982% |
| AGG iShares Core U.S. Aggregate Bond ETF | 123,521 | $12.29M | $12.03M | - | -$258,492.09 | -2.1% | -0.256% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 51,718 | $2.28M | $2.2M | - | -$72,038.17 | -3.17% | -0.199% |
| AKRE Akre Focus ETF | 27,425 | $1.8M | $1.58M | - | -$219,948.75 | -12.24% | -0.087% |
| AMZN Amazon.com Inc | 42,890 | $8.31M | $11.65M | - | $3.34M | 40.23% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 22,493 | $1.5M | $2.18M | - | $679,681.17 | 45.42% | +0.301% |
| ARCC Ares Capital Corporation | 14,745 | $273,225 | $276,616.2 | - | $3,391.2 | 1.24% | -0.372% |
| AVGO Broadcom Inc. | 12,243 | $3.84M | $4.77M | - | $923,510.2 | 24.03% | +0.371% |
| BAC Bank of America Corporation | 57,576 | $2.41M | $3.57M | - | $1.15M | 47.72% | +0.356% |
| BGRN iShares USD Green Bond ETF | 48,578 | $2.36M | $2.28M | - | -$85,080 | -3.6% | -0.141% |
| BINC iShares Flexible Income Active ETF | 2.21M | $114.69M | $114.79M | - | $97,939.66 | 0.09% | -0.077% |
| BITB Bitwise Bitcoin ETF | 78,459 | $4.24M | $2.68M | - | -$1.56M | -36.77% | -2.874% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 11,978 | $638,787 | $710,235.51 | - | $71,448.51 | 11.19% | +0.594% |
| BKMI BNY Mellon Municipal Intermediate ETF | 10,222 | $266,801 | $264,596.47 | - | -$2,204.53 | -0.83% | -0.193% |
| BMO Bank of Montreal | 22,055 | $2.61M | $3.96M | - | $1.34M | 51.44% | +0.465% |
| BMOP BNY Mellon Municipal Opportunities ETF | 12,344 | $304,033 | $304,341.32 | - | $308.32 | 0.1% | -0.247% |
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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 - $188.21M, ISHARES S&P 500 GROWTH ETF (3IS8) - $95.17M, iShares Core MSCI EAFE ETF - $66.41M, Schwab U.S. Large-Cap Growth ETF - $63.89M, and ISHARES S&P 500 VALUE ETF - $63.68M. 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 - $11.46M, 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 $634.14M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $48.06M, Vanguard S&P 500 ETF - $39.16M, iShares Core MSCI EAFE ETF - $34.81M, SPDR Portfolio Aggregate Bond ETF - $30.09M, and Vanguard Tax-Exempt Bond ETF - $25.5M. 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.
