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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
DVYIshares Tr
Recent Activity
Decreased -1.82%
0.05%
$2.441M
18,595 shares@ $131.3 avg price
IQLTIshares Tr
Recent Activity
Decreased -2.69%
0.05%
$2.378M
64,070 shares@ $37.13 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -2.21%
0.05%
$2.13M
10,750 shares@ $198.18 avg price
AOAIshares Tr
Recent Activity
Decreased -0.36%
0.04%
$2.062M
26,921 shares@ $76.62 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -1.43%
0.04%
$1.682M
63,178 shares@ $26.64 avg price
EMBIshares Tr
Recent Activity
Decreased -10%
0.04%
$1.549M
17,392 shares@ $89.04 avg price
DISDisney Walt Co
Recent Activity
Decreased -7.49%
0.03%
$1.453M
13,050 shares@ $111.36 avg price
DGROIshares Tr
Recent Activity
Decreased -14.69%
0.03%
$1.355M
22,098 shares@ $61.35 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -19.86%
0.03%
$1.253M
21,259 shares@ $58.94 avg price
XNEAXNuveen Amt Free Qlty Mun Inc
Recent Activity
Decreased -7.42%
0.03%
$1.236M
109,591 shares@ $11.29 avg price