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
276
$62K 0.01%
+535
277
$62K 0.01%
+509
278
$62K 0.01%
+2,508
279
$61K 0.01%
+820
280
$60K 0.01%
+985
281
$58K 0.01%
+400
282
$58K 0.01%
+213
283
$58K 0.01%
+2,170
284
$57K 0.01%
+220
285
$56K 0.01%
+1,287
286
$56K 0.01%
+325
287
$56K 0.01%
+609
288
$54K 0.01%
+406
289
$53K 0.01%
+1,140
290
$53K 0.01%
+605
291
$51K 0.01%
+1,500
292
$51K 0.01%
+730
293
$50K 0.01%
+340
294
$50K 0.01%
+1,460
295
$48K 0.01%
+502
296
$47K 0.01%
+831
297
$47K 0.01%
+220
298
$47K 0.01%
+3,551
299
$47K 0.01%
+700
300
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