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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$14.7M
3
+$11.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$10.3M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$9.35M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.59%
2 Technology 0.49%
3 Communication Services 0.42%
4 Healthcare 0.17%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 1.17%
+35,570
27
$3.03M 1.12%
+60,899
28
$2.88M 1.06%
+44,634
29
$2.82M 1.04%
+94,560
30
$2.75M 1.01%
+59,506
31
$2.69M 0.99%
+93,700
32
$2.67M 0.99%
+25,100
33
$2.63M 0.97%
+79,308
34
$2.59M 0.95%
+73,562
35
$2.55M 0.94%
+132,245
36
$2.55M 0.94%
+59,876
37
$2.44M 0.9%
+61,810
38
$2.32M 0.86%
+77,674
39
$2.25M 0.83%
+118,316
40
$2.08M 0.77%
+43,445
41
$2.06M 0.76%
+25,382
42
$1.97M 0.73%
+40,123
43
$1.8M 0.67%
+13,189
44
$1.74M 0.64%
+55,429
45
$1.72M 0.63%
+27,222
46
$1.68M 0.62%
+75,328
47
$1.58M 0.58%
+241,112
48
$1.58M 0.58%
+80,063
49
$1.52M 0.56%
+50,577
50
$1.51M 0.56%
+50,598
1
2
3 4 5