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
526
$5K ﹤0.01%
+100
527
$5K ﹤0.01%
+60
528
– –
0
529
$5K ﹤0.01%
+50
530
$5K ﹤0.01%
+68
531
$5K ﹤0.01%
+280
532
$5K ﹤0.01%
+109
533
$5K ﹤0.01%
+100
534
$5K ﹤0.01%
+500
535
$5K ﹤0.01%
+139
536
$5K ﹤0.01%
+232
537
$5K ﹤0.01%
+177
538
$5K ﹤0.01%
+3,000
539
$5K ﹤0.01%
+263
540
$5K ﹤0.01%
+42
541
$4K ﹤0.01%
+50
542
$4K ﹤0.01%
+100
543
$4K ﹤0.01%
+50
544
$4K ﹤0.01%
+84
545
$4K ﹤0.01%
+100
546
$4K ﹤0.01%
+40
547
$4K ﹤0.01%
+3
548
$4K ﹤0.01%
+1,272
549
$4K ﹤0.01%
+250
550
$4K ﹤0.01%
+115
20 21
22
23 24