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CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10M
3
+$3.28M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$3.21M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.01M

Top Sells

1
+$9.46M
2
+$4.72M
3
+$2.69M
4
ARKK icon
ARK Innovation ETF
ARKK
+$2.23M
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$1.36M

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.58%
3 Healthcare 0.4%
4 Communication Services 0.34%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.8M 1.09%
225,863
-25,280
27
$12M 1.03%
107,148
+607
28
$11.9M 1.01%
179,989
+1,145
29
$10.2M 0.87%
127,932
-972
30
$9.1M 0.78%
126,438
+14,714
31
$8.52M 0.73%
187,171
-1,225
32
$7.88M 0.67%
73,775
+671
33
$7.79M 0.66%
15,032
-325
34
$7.38M 0.63%
209,951
+4,081
35
$6.62M 0.56%
141,722
+6,318
36
$5.87M 0.5%
116,357
+22,085
37
$4.84M 0.41%
63,033
-1,042
38
$4.81M 0.41%
123,342
-247,856
39
$4.65M 0.4%
53,408
-301
40
$4.04M 0.34%
30,984
-24
41
$3.93M 0.33%
168,666
-342
42
$3.31M 0.28%
17,763
+1,393
43
$3.12M 0.27%
14,210
+2,681
44
$3.03M 0.26%
35,114
-29,209
45
$2.96M 0.25%
4,419
-8
46
$2.89M 0.25%
27,398
-572
47
$2.87M 0.24%
35,948
-201
48
$2.84M 0.24%
56,041
+2,062
49
$2.72M 0.23%
66,267
-414
50
$2.64M 0.22%
105,642
-220
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