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
251
$82K 0.02%
+1,064
252
$81K 0.02%
+2,650
253
$80K 0.02%
+1,608
254
$78K 0.02%
+2,274
255
$78K 0.02%
+2,594
256
$78K 0.02%
+1,969
257
$77K 0.02%
+2,969
258
– –
0
259
$73K 0.02%
+742
260
$71K 0.01%
+2,382
261
$71K 0.01%
+1,520
262
$71K 0.01%
+486
263
$70K 0.01%
+1,866
264
$70K 0.01%
+2,730
265
$69K 0.01%
+1,012
266
$69K 0.01%
+374
267
$67K 0.01%
+817
268
$67K 0.01%
+1,821
269
$66K 0.01%
+2,991
270
$66K 0.01%
+2,531
271
$66K 0.01%
+1,000
272
$66K 0.01%
+640
273
$65K 0.01%
+900
274
$64K 0.01%
+1,144
275
$64K 0.01%
+2,000
9 10
11
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