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
$767M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$34.4M
3
+$19.5M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.72M

Top Sells

1
+$27M
2
+$24.1M
3
+$18.5M
4
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$12.3M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.39M

Sector Composition

1 Technology 1.49%
2 Consumer Discretionary 0.32%
3 Healthcare 0.32%
4 Financials 0.14%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.62M 1.12%
419,332
+150,917
27
$8.09M 1.05%
62,240
-2,073
28
$8.08M 1.05%
369,459
+5,841
29
$7.55M 0.98%
155,288
+1,772
30
$7.55M 0.98%
121,832
-2,543
31
$6.94M 0.9%
245,912
+41,053
32
$6.08M 0.79%
28,531
-302
33
$5.67M 0.74%
226,161
-16,605
34
$5.63M 0.73%
57,118
+2,889
35
$5.56M 0.72%
389,296
+95,969
36
$4.72M 0.62%
177,075
+10,046
37
$4.59M 0.6%
81,268
+44,314
38
$4.29M 0.56%
136,308
-74,537
39
$4.04M 0.53%
38,754
-3,720
40
$3.51M 0.46%
46,710
+26,188
41
$3.41M 0.44%
77,108
+822
42
$3.38M 0.44%
44,414
+1,475
43
$3.36M 0.44%
118,591
+16,439
44
$3.31M 0.43%
105,813
-76,520
45
$3.27M 0.43%
12,271
-37
46
$2.85M 0.37%
60,181
+2,726
47
$2.83M 0.37%
7,377
+1,220
48
$2.55M 0.33%
+77,470
49
$2.55M 0.33%
27,844
-987
50
$2.37M 0.31%
82,279
-643,971
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