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
401
$17K ﹤0.01%
+300
402
$17K ﹤0.01%
+4,000
403
$17K ﹤0.01%
+260
404
$17K ﹤0.01%
+40
405
$17K ﹤0.01%
+90
406
$17K ﹤0.01%
+1,075
407
$17K ﹤0.01%
+561
408
$16K ﹤0.01%
+400
409
$16K ﹤0.01%
+313
410
$16K ﹤0.01%
+416
411
$16K ﹤0.01%
+580
412
$16K ﹤0.01%
+629
413
$16K ﹤0.01%
+782
414
$16K ﹤0.01%
+1,000
415
$16K ﹤0.01%
+1,200
416
$16K ﹤0.01%
+300
417
$16K ﹤0.01%
+300
418
$16K ﹤0.01%
+135
419
$16K ﹤0.01%
+133
420
$16K ﹤0.01%
+94
421
$16K ﹤0.01%
+114
422
$16K ﹤0.01%
+1,000
423
$15K ﹤0.01%
+506
424
$15K ﹤0.01%
+294
425
$15K ﹤0.01%
+183