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
$455M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.22M
3
+$3.17M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.54M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.31M

Top Sells

1
+$3.42M
2
+$2.1M
3
+$2.05M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.99M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.83M

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.34%
3 Industrials 0.33%
4 Financials 0.32%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 0.93%
117,161
-35,423
27
$4.23M 0.93%
178,514
+146,345
28
$4.22M 0.93%
140,256
-45,054
29
$3.94M 0.87%
100,028
+5,400
30
$3.77M 0.83%
79,456
-3,092
31
$3.71M 0.81%
56,924
-320
32
$3.68M 0.81%
116,311
-10,243
33
$3.57M 0.78%
135,005
-79,275
34
$3.51M 0.77%
176,215
+890
35
$3.47M 0.76%
66,559
-1,750
36
$3.46M 0.76%
86,245
-14,531
37
$3.4M 0.75%
252,368
+9,643
38
$3.39M 0.74%
59,571
+2,979
39
$3.38M 0.74%
46,556
+17,583
40
$3.33M 0.73%
97,137
+13,255
41
$3.26M 0.71%
53,377
-2,519
42
$3.26M 0.71%
95,125
+30,179
43
$3.17M 0.7%
28,106
-9,601
44
$3.15M 0.69%
316,530
+146,844
45
$3.15M 0.69%
170,740
-48,500
46
$3.1M 0.68%
120,212
+59,503
47
$3.09M 0.68%
99,102
-5,333
48
$3.07M 0.67%
59,610
-6,500
49
$3.01M 0.66%
170,200
-50,098
50
$2.95M 0.65%
29,415
+22,921
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