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
$599M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$8.11M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.82M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.81M

Top Sells

1
+$5.38M
2
+$3.6M
3
+$3.53M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.08M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.99M

Sector Composition

1 Technology 1.29%
2 Communication Services 0.29%
3 Industrials 0.28%
4 Consumer Discretionary 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.04M 1.01%
174,460
+18,344
27
$6.03M 1.01%
225,772
+60,650
28
$5.7M 0.95%
132,168
-47,000
29
$5.31M 0.88%
98,666
-52,584
30
$5.29M 0.88%
91,219
+16,440
31
$4.78M 0.8%
113,660
-3,638
32
$4.53M 0.75%
70,005
-26,835
33
$3.97M 0.66%
78,955
-199
34
$3.94M 0.66%
91,798
+12,153
35
$3.91M 0.65%
151,400
-139,448
36
$3.64M 0.61%
47,399
-2,567
37
$3.57M 0.59%
115,841
-100,166
38
$3.24M 0.54%
215,869
-10,011
39
$3.18M 0.53%
56,248
-16,225
40
$3.11M 0.52%
19,602
-1,117
41
$3.09M 0.51%
89,904
-23,917
42
$3.06M 0.51%
91,677
-8,610
43
$2.96M 0.49%
88,201
-1,075
44
$2.78M 0.46%
140,460
-92,480
45
$2.78M 0.46%
19,068
-2,356
46
$2.74M 0.46%
236,168
-33,768
47
$2.71M 0.45%
41,482
-3,913
48
$2.6M 0.43%
90,484
-17,295
49
$2.58M 0.43%
101,575
-29,805
50
$2.45M 0.41%
20,333
-155
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