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
376
$22K ﹤0.01%
+1,000
377
$22K ﹤0.01%
+180
378
$21K ﹤0.01%
+257
379
$21K ﹤0.01%
+199
380
$21K ﹤0.01%
+760
381
$21K ﹤0.01%
+184
382
$21K ﹤0.01%
+139
383
$20K ﹤0.01%
+400
384
$20K ﹤0.01%
+186
385
$20K ﹤0.01%
+3,400
386
$20K ﹤0.01%
+251
387
$20K ﹤0.01%
+575
388
$20K ﹤0.01%
+500
389
$20K ﹤0.01%
+300
390
$19K ﹤0.01%
+160
391
$19K ﹤0.01%
+187
392
$19K ﹤0.01%
+600
393
$19K ﹤0.01%
+276
394
$18K ﹤0.01%
+150
395
$18K ﹤0.01%
+328
396
$18K ﹤0.01%
+1,600
397
$18K ﹤0.01%
+120
398
$17K ﹤0.01%
+172
399
$17K ﹤0.01%
+80
400
$17K ﹤0.01%
+219