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
$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

Top Sells

1
+$1.84M
2
+$1.82M
3
+$1.18M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
PVI icon
Invesco Floating Rate Municipal Income ETF
PVI
+$780K

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%
+100
502
$7K ﹤0.01%
+34
503
$7K ﹤0.01%
+298
504
$7K ﹤0.01%
+169
505
$7K ﹤0.01%
+100
506
$7K ﹤0.01%
+3
507
$7K ﹤0.01%
+1,261
508
$7K ﹤0.01%
+50
509
$7K ﹤0.01%
+80
510
$7K ﹤0.01%
+53
511
$6K ﹤0.01%
+1,500
512
$6K ﹤0.01%
+94
513
$6K ﹤0.01%
+2,000
514
$6K ﹤0.01%
+76
515
$6K ﹤0.01%
+42
516
$6K ﹤0.01%
+100
517
$6K ﹤0.01%
+37
518
$6K ﹤0.01%
+133
519
$6K ﹤0.01%
+105
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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