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

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
301
$44K 0.01%
+680
302
$44K 0.01%
+770
303
$44K 0.01%
+1,060
304
$44K 0.01%
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305
$43K 0.01%
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$42K 0.01%
+1,348
307
$42K 0.01%
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308
$41K 0.01%
+782
309
$41K 0.01%
+1,003
310
$41K 0.01%
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311
$41K 0.01%
+1,964
312
$40K 0.01%
+746
313
$40K 0.01%
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314
$39K 0.01%
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315
$39K 0.01%
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$39K 0.01%
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317
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$38K 0.01%
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$37K 0.01%
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$36K 0.01%
+350
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$36K 0.01%
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324
$35K 0.01%
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325
$35K 0.01%
+251