CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
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

Top Sells

1
+$1.84M
2
+$1.82M
3
+$1.18M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
PVI icon
Invesco Floating Rate Municipal Income ETF
PVI
+$780K

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%
+1,075
402
$17K ﹤0.01%
+561
403
$17K ﹤0.01%
+172
404
$17K ﹤0.01%
+80
405
$17K ﹤0.01%
+219
406
$17K ﹤0.01%
+300
407
$17K ﹤0.01%
+4,000
408
$16K ﹤0.01%
+300
409
$16K ﹤0.01%
+135
410
$16K ﹤0.01%
+133
411
$16K ﹤0.01%
+94
412
$16K ﹤0.01%
+114
413
$16K ﹤0.01%
+1,000
414
$16K ﹤0.01%
+400
415
$16K ﹤0.01%
+313
416
$16K ﹤0.01%
+416
417
$16K ﹤0.01%
+580
418
$16K ﹤0.01%
+629
419
$16K ﹤0.01%
+782
420
$16K ﹤0.01%
+1,000
421
$16K ﹤0.01%
+1,200
422
$16K ﹤0.01%
+300
423
$15K ﹤0.01%
+506
424
$15K ﹤0.01%
+294
425
$15K ﹤0.01%
+183
15 16
17
18 19