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
426
$15K ﹤0.01%
+346
427
$15K ﹤0.01%
+1,000
428
$15K ﹤0.01%
+359
429
$15K ﹤0.01%
+260
430
$15K ﹤0.01%
+170
431
$15K ﹤0.01%
+237
432
$14K ﹤0.01%
+326
433
$14K ﹤0.01%
+100
434
$14K ﹤0.01%
+25
435
$14K ﹤0.01%
+172
436
$14K ﹤0.01%
+253
437
$14K ﹤0.01%
+112
438
$14K ﹤0.01%
+418
439
$14K ﹤0.01%
+434
440
$14K ﹤0.01%
+504
441
$14K ﹤0.01%
+176
442
$14K ﹤0.01%
+260
443
$14K ﹤0.01%
+315
444
$14K ﹤0.01%
+293
445
$13K ﹤0.01%
+210
446
$13K ﹤0.01%
+123
447
$13K ﹤0.01%
+232
448
$13K ﹤0.01%
+312
449
$13K ﹤0.01%
+205
450
$13K ﹤0.01%
+88