We are live on ! Find out more
CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.24M
3
+$1.1M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$654K

Top Sells

1
+$1.15M
2
+$232K
3
+$224K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$224K
5
VZ icon
Verizon
VZ
+$210K

Sector Composition

1 Technology 1.15%
2 Communication Services 0.37%
3 Industrials 0.36%
4 Financials 0.29%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-50
352
– –
-1,354
353
– –
-3,962
354
– –
-617
355
– –
-293
356
– –
-350
357
– –
-1,000
358
– –
-133
359
– –
-219
360
– –
-211
361
– –
-700
362
– –
-4,392
363
– –
-2,512
364
– –
-402
365
– –
-1,375
366
– –
-1,705
367
– –
-826
368
– –
-3,000
369
– –
-2,422
370
– –
-1,000
371
– –
-300
372
– –
-170
373
– –
-717
374
– –
-600
375
– –
-100
13 14
15
16 17