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
351
$27K 0.01%
+1,125
352
$26K 0.01%
+366
353
$26K 0.01%
+931
354
$26K 0.01%
+331
355
$26K 0.01%
+448
356
$25K 0.01%
+1,040
357
$25K 0.01%
+460
358
$25K 0.01%
+784
359
$25K 0.01%
+115
360
$24K 0.01%
+801
361
$24K 0.01%
+201
362
$24K 0.01%
+360
363
$24K 0.01%
+203
364
$24K 0.01%
+396
365
$24K 0.01%
+141
366
$24K 0.01%
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$24K 0.01%
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368
$23K ﹤0.01%
+360
369
$23K ﹤0.01%
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$23K ﹤0.01%
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371
$23K ﹤0.01%
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372
$23K ﹤0.01%
+490
373
$22K ﹤0.01%
+115
374
$22K ﹤0.01%
+840
375
$22K ﹤0.01%
+796