CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.73M
3
+$1.51M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.43M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.16M

Top Sells

1
+$5.88M
2
+$510K
3
+$422K
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$414K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$401K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.5%
3 Healthcare 0.48%
4 Energy 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.99%
171,741
+5,032
27
$9.9M 0.96%
347,938
+14,283
28
$8.89M 0.86%
164,644
-2,612
29
$8.78M 0.85%
263,957
+5,095
30
$7.99M 0.77%
21,560
-26
31
$7.52M 0.73%
71,176
+3,367
32
$6.84M 0.66%
190,534
+9,542
33
$6.35M 0.61%
138,722
+5,754
34
$6.21M 0.6%
107,885
+2,069
35
$6.03M 0.58%
185,915
+11,817
36
$5.89M 0.57%
15,701
-556
37
$4.41M 0.43%
88,217
+14,341
38
$4.36M 0.42%
54,897
-153
39
$4.25M 0.41%
128,215
-3,371
40
$4.19M 0.41%
65,994
+274
41
$4.07M 0.39%
195,875
+37,970
42
$3.59M 0.35%
181,255
-10,433
43
$3.41M 0.33%
30,986
-140
44
$3.35M 0.32%
70,511
-2,435
45
$3.3M 0.32%
83,770
-4,633
46
$3.04M 0.29%
38,506
-655
47
$2.83M 0.27%
26,786
+284
48
$2.73M 0.26%
+22,097
49
$2.62M 0.25%
106,310
-1,513
50
$2.55M 0.25%
846,419
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