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
$288M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.89M
3
+$1.75M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.38M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.14M

Top Sells

1
+$19M
2
+$1.46M
3
+$1.4M
4
SMB icon
VanEck Short Muni ETF
SMB
+$1.36M
5
DBEZ icon
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
+$1.13M

Sector Composition

1 Technology 0.92%
2 Communication Services 0.59%
3 Industrials 0.55%
4 Healthcare 0.3%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.08%
91,701
-1,350
27
$3.1M 1.07%
82,058
+8,266
28
$3.09M 1.07%
66,739
+5,840
29
$2.99M 1.04%
36,098
-1,312
30
$2.97M 1.03%
87,402
+7,076
31
$2.93M 1.01%
152,142
+9,723
32
$2.92M 1.01%
92,253
-900
33
$2.77M 0.96%
25,603
-7,425
34
$2.69M 0.93%
130,486
+9,332
35
$2.48M 0.86%
78,422
+1,668
36
$2.39M 0.83%
82,288
-564
37
$2.37M 0.82%
100,765
+12,269
38
$2.35M 0.82%
49,635
-10,493
39
$2.31M 0.8%
125,810
+13,904
40
$2.28M 0.79%
82,199
-50,329
41
$2.27M 0.79%
38,240
-7,455
42
$2.2M 0.76%
45,432
+1,987
43
$1.96M 0.68%
56,229
+1,169
44
$1.96M 0.68%
12,650
-197
45
$1.95M 0.68%
30,579
+5,131
46
$1.89M 0.66%
54,849
+3,828
47
$1.83M 0.63%
69,236
+2,618
48
$1.81M 0.63%
48,342
-13,756
49
$1.78M 0.62%
253,456
+12,024
50
$1.78M 0.62%
30,384
+3,406
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