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
$840M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$2.38M
3
+$1.86M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.65M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.61M

Top Sells

1
+$34.8M
2
+$1.71M
3
+$1.54M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.14M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 0.42%
3 Healthcare 0.31%
4 Financials 0.14%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.7M 1.04%
367,341
+2,904
27
$8.28M 0.99%
242,756
-39
28
$7.84M 0.93%
148,169
-56
29
$7.84M 0.93%
375,017
-2,153
30
$7.45M 0.89%
26,324
-431
31
$6.84M 0.81%
215,635
-9,018
32
$5.37M 0.64%
84,477
-24,273
33
$5.24M 0.62%
187,393
+7,447
34
$5.06M 0.6%
50,707
-5,422
35
$4.61M 0.55%
104,533
-2,481
36
$4.6M 0.55%
44,212
-5,922
37
$4.57M 0.54%
135,463
+727
38
$4.51M 0.54%
76,465
-2,389
39
$3.85M 0.46%
228,410
-9,436
40
$3.65M 0.43%
80,566
+3,009
41
$3.43M 0.41%
45,358
+257
42
$3.4M 0.41%
113,866
-3,958
43
$3.34M 0.4%
38,259
-5,334
44
$3.23M 0.38%
58,091
-2,334
45
$3.1M 0.37%
8,382
-2,228
46
$2.8M 0.33%
6,286
-693
47
$2.5M 0.3%
24,658
-31
48
$2.45M 0.29%
71,315
-1,179
49
$2.41M 0.29%
7,083
-1,040
50
$2.37M 0.28%
40,371
-4,140
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