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

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
451
$12K ﹤0.01%
+75
452
$12K ﹤0.01%
+71
453
$12K ﹤0.01%
+460
454
$12K ﹤0.01%
+299
455
$12K ﹤0.01%
+139
456
$12K ﹤0.01%
+200
457
$12K ﹤0.01%
+125
458
$12K ﹤0.01%
+200
459
$12K ﹤0.01%
+86
460
$11K ﹤0.01%
+63
461
$11K ﹤0.01%
+250
462
$11K ﹤0.01%
+150
463
$11K ﹤0.01%
+252
464
$11K ﹤0.01%
+222
465
$11K ﹤0.01%
+210
466
$11K ﹤0.01%
+443
467
$11K ﹤0.01%
+250
468
$11K ﹤0.01%
+597
469
$11K ﹤0.01%
+72
470
$11K ﹤0.01%
+300
471
$11K ﹤0.01%
+178
472
$11K ﹤0.01%
+155
473
$10K ﹤0.01%
+79
474
$10K ﹤0.01%
+263
475
$10K ﹤0.01%
+275
17 18
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