We are live on ! Find out more
CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.85M
3
+$8.96M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.63M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.36M

Top Sells

1
+$8.71M
2
+$7.56M
3
+$4.79M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.2M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.84M

Sector Composition

1 Technology 2.09%
2 Healthcare 0.67%
3 Consumer Discretionary 0.4%
4 Financials 0.33%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIW icon
26
First Trust Water ETF
FIW
$1.78B
$11.6M 0.94%
112,957
+3,511
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$136B
$9.65M 0.78%
97,252
-8,253
SCHC icon
28
Schwab International Small-Cap Equity ETF
SCHC
$5.3B
$9.5M 0.77%
203,226
+12,414
ARKF icon
29
ARK Blockchain & Fintech Innovation ETF
ARKF
$730M
$9.34M 0.75%
245,638
+19,143
VUG icon
30
Vanguard Growth ETF
VUG
$218B
$9.22M 0.74%
126,624
-36
XT icon
31
iShares Future Exponential Technologies ETF
XT
$3.79B
$8.61M 0.69%
126,310
+2,724
SUB icon
32
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$7.5M 0.61%
70,430
-2,284
WCLD
33
WisdomTree Cloud Computing Fund
WCLD
$282M
$7.13M 0.58%
261,011
+42,055
XC icon
34
WisdomTree True Emerging Markets Fund
XC
$77.5M
$7M 0.57%
224,509
-229,726
IBRX icon
35
ImmunityBio
IBRX
$7.44B
$5.5M 0.44%
717,524
-127,560
MSFT icon
36
Microsoft
MSFT
$2.99T
$5.3M 0.43%
14,320
-23
SPMB icon
37
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.95B
$5.29M 0.43%
236,435
-97,592
SCZ icon
38
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.2B
$4.76M 0.38%
60,698
-1,411
SCHO icon
39
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$4.72M 0.38%
194,349
-357,738
DLN icon
40
WisdomTree US LargeCap Dividend Fund
DLN
$6.07B
$4.69M 0.38%
52,474
-232
SCHF icon
41
Schwab International Equity ETF
SCHF
$64B
$4.36M 0.35%
176,063
+3,907
SNSR icon
42
Global X Internet of Things ETF
SNSR
$239M
$3.85M 0.31%
103,284
-5,831
GSLC icon
43
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.1B
$3.59M 0.29%
28,695
+51
NVDA icon
44
NVIDIA
NVDA
$4.9T
$3.45M 0.28%
19,773
+4,873
IVV icon
45
iShares Core S&P 500 ETF
IVV
$823B
$3.02M 0.24%
4,629
+210
GSIE icon
46
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.66B
$2.8M 0.23%
65,014
+270
FMB icon
47
First Trust Managed Municipal ETF
FMB
$2.04B
$2.77M 0.22%
54,627
-623
AMZN icon
48
Amazon
AMZN
$2.57T
$2.53M 0.2%
12,147
+328
VUSB icon
49
Vanguard Ultra-Short Bond ETF
VUSB
$8.8B
$2.11M 0.17%
42,437
-1,693
RING icon
50
iShares MSCI Global Gold Miners ETF
RING
$2.32B
$1.95M 0.16%
24,743
-9,904
1
2
3 4 5