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
551
$4K ﹤0.01%
+84
552
$4K ﹤0.01%
+100
553
$4K ﹤0.01%
+40
554
$4K ﹤0.01%
+3
555
$4K ﹤0.01%
+1,272
556
$4K ﹤0.01%
+250
557
$4K ﹤0.01%
+51
558
$3K ﹤0.01%
+50
559
$3K ﹤0.01%
+26
560
$3K ﹤0.01%
+56
561
$3K ﹤0.01%
+45
562
$3K ﹤0.01%
+17
563
$3K ﹤0.01%
+100
564
$3K ﹤0.01%
+38
565
$3K ﹤0.01%
+23
566
$3K ﹤0.01%
+22
567
$3K ﹤0.01%
+60
568
$3K ﹤0.01%
+35
569
$3K ﹤0.01%
+60
570
$3K ﹤0.01%
+25
571
$3K ﹤0.01%
+75
572
$3K ﹤0.01%
+11
573
$3K ﹤0.01%
+23
574
$3K ﹤0.01%
+60
575
$3K ﹤0.01%
+200
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