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
$483M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$4.41M
2 +$1.67M
3 +$1.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.53M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.22M

Sector Composition

1 Technology 1.3%
2 Industrials 0.66%
3 Financials 0.65%
4 Communication Services 0.46%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$10K ﹤0.01%
+132
477
$10K ﹤0.01%
+67
478
$10K ﹤0.01%
+150
479
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+438
480
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481
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+413
482
$10K ﹤0.01%
+912
483
$10K ﹤0.01%
+75
484
$10K ﹤0.01%
+322
485
$10K ﹤0.01%
+248
486
$10K ﹤0.01%
+125
487
$10K ﹤0.01%
+3,000
488
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+4
489
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490
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+92
491
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+100
492
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494
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+71
495
$8K ﹤0.01%
+100
496
$8K ﹤0.01%
+450
497
$8K ﹤0.01%
+88
498
$8K ﹤0.01%
+153
499
$7K ﹤0.01%
+1,261
500
$7K ﹤0.01%
+50