CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
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
+$4.4M
2
+$1.74M
3
+$1.73M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.52M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.24M

Top Sells

1
+$1.88M
2
+$1.86M
3
+$1.19M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.11M
5
PVI icon
Invesco Floating Rate Municipal Income ETF
PVI
+$781K

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
501
$7K ﹤0.01%
+80
502
$7K ﹤0.01%
+123
503
$7K ﹤0.01%
+200
504
$7K ﹤0.01%
+100
505
$7K ﹤0.01%
+34
506
$7K ﹤0.01%
+298
507
$7K ﹤0.01%
+169
508
$7K ﹤0.01%
+100
509
$7K ﹤0.01%
+3
510
$7K ﹤0.01%
+53
511
$6K ﹤0.01%
+105
512
$6K ﹤0.01%
+42
513
$6K ﹤0.01%
+100
514
$6K ﹤0.01%
+37
515
$6K ﹤0.01%
+133
516
$6K ﹤0.01%
+1,500
517
$6K ﹤0.01%
+94
518
$6K ﹤0.01%
+2,000
519
$6K ﹤0.01%
+76
520
$6K ﹤0.01%
+100
521
$6K ﹤0.01%
+200
522
$6K ﹤0.01%
+500
523
$6K ﹤0.01%
+193
524
$6K ﹤0.01%
+1,000
525
$6K ﹤0.01%
+140
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