CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 11.3%
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.67M
3
+$1.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.53M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.22M

Top Sells

1
+$1.84M
2
+$1.82M
3
+$1.18M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
PVI icon
Invesco Floating Rate Municipal Income ETF
PVI
+$780K

Sector Composition

1 Technology 1.3%
2 Industrials 0.66%
3 Financials 0.65%
4 Communication Services 0.46%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$107K 0.02%
+850
227
$107K 0.02%
+2,124
228
$104K 0.02%
+1,999
229
$103K 0.02%
+1,985
230
$100K 0.02%
+2,312
231
$100K 0.02%
+1,972
232
$99K 0.02%
+824
233
$99K 0.02%
+3,962
234
$98K 0.02%
+2,000
235
$96K 0.02%
+1,770
236
$95K 0.02%
+1,585
237
$95K 0.02%
+685
238
$95K 0.02%
+1,171
239
$93K 0.02%
+1,794
240
$89K 0.02%
+840
241
$89K 0.02%
+897
242
$89K 0.02%
+1,705
243
$89K 0.02%
+3,000
244
$88K 0.02%
+2,348
245
$86K 0.02%
+335
246
$86K 0.02%
+1,375
247
$84K 0.02%
+654
248
$84K 0.02%
+617
249
$83K 0.02%
+1,500
250
$83K 0.02%
+599
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