CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Institutional Filer | ▲ 3.20% | $6.83B | 222 |
Current Portfolio Holdings
Showing all 222 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARDINDEXFDS | — | 2.3M | $1.37B | 20.10% |
| 2 | VEA | VANGUARDTAX-MANAGEDFDS | — | 10.9M | $696.5M | 10.20% |
| 3 | SPHQ | INVESCOEXCHANGETRADEDFDT | — | 7.4M | $552.7M | 8.09% |
| 4 | VTEB | VANGUARDMUNBDFDS | — | 6.3M | $315.1M | 4.62% |
| 5 | SPAB | SPDRSERIESTRUST | — | 9.3M | $239.0M | 3.50% |
| 6 | SPSM | SPDRSERIESTRUST | — | 4.9M | $237.3M | 3.48% |
| 7 | VGIT | VANGUARDSCOTTSDALEFDS | — | 3.9M | $234.3M | 3.43% |
| 8 | VWO | VANGUARDINTLEQUITYINDEXF | — | 4.1M | $223.0M | 3.27% |
| 9 | MBB | ISHARESTR | — | 1.9M | $181.6M | 2.66% |
| 10 | NOBL | PROSHARESTR | — | 1.4M | $145.0M | 2.12% |
| 11 | SPIB | SPDRSERIESTRUST | — | 4.3M | $143.5M | 2.10% |
| 12 | FLMI | FRANKLINTEMPLETONETFTR | — | 5.2M | $129.7M | 1.90% |
| 13 | BINC | BLACKROCKETFTRUSTII | — | 2.1M | $110.3M | 1.62% |
| 14 | PZA | INVESCOEXCHTRADEDFDTRII | — | 4.4M | $100.3M | 1.47% |
| 15 | IEFA | ISHARESTR | — | 1.1M | $98.5M | 1.44% |
Showing 1 to 15 of 222 holdings