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Arnita Hallman

@Cliftonlarsonallen Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$5.16BTotal holdings190
Assets growth rate18.93%Assets growth rate (2-Q avg)5.99%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cliftonlarsonallen Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 190 positions.

Assets under management

The assets under management (AUM) of Cliftonlarsonallen Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.16B in assets, with a quarterly growth rate of 18.93% and a 2-quarter average growth rate of 5.99%. The portfolio is managed by Arnita Hallman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWDIshares Tr
Recent Activity
Decreased -6.16%
0.24%
$11.937M
64,480 shares@ $185.13 avg price
GOVTIshares Tr
Recent Activity
Decreased -2.03%
0.17%
$8.536M
371,433 shares@ $22.98 avg price
IJHIshares Tr
Recent Activity
Decreased -7.38%
0.15%
$7.497M
120,324 shares@ $62.32 avg price
IWMIshares Tr
Recent Activity
Decreased -15.88%
0.15%
$7.401M
33,493 shares@ $220.97 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -10.64%
0.09%
$4.431M
26,175 shares@ $169.31 avg price
MBBIshares Tr
Recent Activity
Decreased -2%
0.08%
$4.105M
44,779 shares@ $91.69 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.49%
0.08%
$3.836M
21,586 shares@ $177.71 avg price
CMFIshares Tr
Recent Activity
Decreased -13.7%
0.07%
$3.246M
56,676 shares@ $57.29 avg price
DONWisdomtree Tr
Recent Activity
Decreased -1.51%
0.06%
$2.838M
55,684 shares@ $50.98 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.65%
0.06%
$2.716M
65,267 shares@ $41.62 avg price