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CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.85M
3
+$8.96M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.63M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.36M

Top Sells

1
+$8.71M
2
+$7.56M
3
+$4.79M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.2M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.84M

Sector Composition

1 Technology 2.09%
2 Healthcare 0.67%
3 Consumer Discretionary 0.4%
4 Financials 0.33%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEAR icon
1
iShares Short Maturity Bond ETF
NEAR
$4.57B
$158M 12.79%
3,117,801
+192,930
DGRW icon
2
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$81.7M 6.59%
930,174
+30,454
LRGF icon
3
iShares US Equity Factor ETF
LRGF
$3.37B
$74.5M 6.01%
1,128,442
+60,478
INTF icon
4
iShares International Equity Factor ETF
INTF
$3.38B
$73.8M 5.96%
1,894,582
+53,350
BINC icon
5
BlackRock Flexible Income ETF
BINC
$16.2B
$67.7M 5.47%
1,304,331
+205,235
BBAG icon
6
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
$55.5M 4.48%
1,201,541
+93,757
SPDW icon
7
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$51.4M 4.15%
1,126,738
+23,539
LMBS icon
8
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.29B
$45.3M 3.65%
909,130
+56,513
EMXC icon
9
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$41.1M 3.31%
521,935
+42,493
JSI icon
10
Janus Henderson Securitized Income ETF
JSI
$1.52B
$39.8M 3.21%
771,127
+171,729
IGSB icon
11
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$38.6M 3.12%
734,445
-34,803
SMLF icon
12
iShares US Small Cap Equity Factor ETF
SMLF
$3.89B
$36.2M 2.92%
479,209
+11,204
AVXC icon
13
Avantis Emerging Markets ex-China Equity ETF
AVXC
$391M
$31.4M 2.54%
464,766
+56,526
MBB icon
14
iShares MBS ETF
MBB
$38.4B
$30.9M 2.49%
325,036
+13,771
GDX icon
15
VanEck Gold Miners ETF
GDX
$22.7B
$25.9M 2.09%
281,825
-48,606
SCHX icon
16
Schwab US Large- Cap ETF
SCHX
$70.1B
$24.6M 1.98%
958,308
+50,843
JMUB icon
17
JPMorgan Municipal ETF
JMUB
$7.81B
$24M 1.94%
480,429
+111,139
AVLV icon
18
Avantis US Large Cap Value ETF
AVLV
$13.3B
$19.3M 1.55%
238,850
+19,288
SCHA icon
19
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$18.1M 1.46%
624,063
+11,761
SCHM icon
20
Schwab US Mid-Cap ETF
SCHM
$14.4B
$14.6M 1.18%
473,011
+16,319
MUB icon
21
iShares National Muni Bond ETF
MUB
$45.1B
$14.4M 1.16%
135,950
+1,872
CIBR icon
22
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.9B
$13.3M 1.07%
211,602
+12,581
EZM icon
23
WisdomTree US MidCap Fund
EZM
$904M
$12.9M 1.04%
191,663
+7,268
BOTZ icon
24
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.41B
$12.4M 1%
373,424
+8,383
AAPL icon
25
Apple
AAPL
$4.27T
$12.3M 0.99%
48,551
-93
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