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
$392M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.49M
3
+$1.29M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.18M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$970K

Top Sells

1
+$1.37M
2
+$1.21M
3
+$344K
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$334K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$292K

Sector Composition

1 Technology 1.04%
2 Industrials 0.42%
3 Communication Services 0.4%
4 Consumer Discretionary 0.24%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.02%
59,242
-483
27
$3.82M 0.97%
95,086
+881
28
$3.81M 0.97%
251,440
+273
29
$3.79M 0.97%
37,699
-3,425
30
$3.78M 0.97%
92,820
+7,195
31
$3.65M 0.93%
76,469
-2,935
32
$3.6M 0.92%
44,308
+6,356
33
$3.49M 0.89%
184,242
+51,154
34
$3.4M 0.87%
80,336
-2,168
35
$3.4M 0.87%
102,471
+4,469
36
$3.37M 0.86%
169,570
+13,616
37
$3.33M 0.85%
91,960
+3,116
38
$3.29M 0.84%
138,364
+5,936
39
$3.26M 0.83%
100,713
+3,945
40
$3.25M 0.83%
103,832
+37,539
41
$3.17M 0.81%
164,687
-406
42
$3.03M 0.77%
102,445
+9,991
43
$2.75M 0.7%
347,440
+43,080
44
$2.67M 0.68%
77,181
-1,210
45
$2.66M 0.68%
24,960
+7,172
46
$2.63M 0.67%
42,610
+3,533
47
$2.59M 0.66%
98,094
+19,872
48
$2.52M 0.64%
132,800
+27,210
49
$2.41M 0.61%
40,319
+2,203
50
$2.38M 0.61%
43,047
+5,720
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