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
$1.03B
AUM Growth
+$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$4.33M
3
+$3.75M
4
HD icon
Home Depot
HD
+$1.77M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.72M

Top Sells

1
+$27.2M
2
+$1.46M
3
+$734K
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$604K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Sector Composition

1 Technology 2.43%
2 Consumer Discretionary 0.66%
3 Healthcare 0.45%
4 Consumer Staples 0.4%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 1.01%
180,616
-4,499
27
$9.87M 0.96%
158,394
+4,435
28
$9.47M 0.92%
286,641
+16,936
29
$8.55M 0.83%
22,277
-35
30
$8.28M 0.81%
277,744
+6,072
31
$7.76M 0.76%
18,041
+10,069
32
$7.08M 0.69%
66,641
+3,540
33
$6.41M 0.62%
166,274
+9,178
34
$6.31M 0.61%
103,682
+4,162
35
$5.82M 0.57%
182,007
+23,435
36
$5.79M 0.56%
73,755
-875
37
$5.66M 0.55%
119,666
+3,838
38
$4.97M 0.48%
141,613
-8,075
39
$4.71M 0.46%
183,924
+11,263
40
$4.64M 0.45%
68,503
-2,314
41
$3.82M 0.37%
74,532
+4,857
42
$3.65M 0.36%
76,697
-8,646
43
$3.58M 0.35%
7,329
+15
44
$3.54M 0.34%
31,304
-1,529
45
$3.37M 0.33%
42,429
-481
46
$2.85M 0.28%
68,957
-1,846
47
$2.84M 0.28%
21,586
48
$2.69M 0.26%
25,506
+7,361
49
$2.63M 0.26%
72,831
-304
50
$2.55M 0.25%
6,285
+4,365
1
2
3 4 5