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
551
$4K ﹤0.01%
+100
552
$4K ﹤0.01%
+272
553
$4K ﹤0.01%
+267
554
$4K ﹤0.01%
+1,000
555
$4K ﹤0.01%
+11
556
$4K ﹤0.01%
+61
557
$4K ﹤0.01%
+51
558
$3K ﹤0.01%
+5
559
$3K ﹤0.01%
+45
560
$3K ﹤0.01%
+38
561
$3K ﹤0.01%
+23
562
$3K ﹤0.01%
+22
563
$3K ﹤0.01%
+60
564
$3K ﹤0.01%
+35
565
$3K ﹤0.01%
+60
566
$3K ﹤0.01%
+50
567
$3K ﹤0.01%
+26
568
$3K ﹤0.01%
+25
569
$3K ﹤0.01%
+75
570
$3K ﹤0.01%
+11
571
$3K ﹤0.01%
+23
572
$3K ﹤0.01%
+60
573
$3K ﹤0.01%
+200
574
$3K ﹤0.01%
+25
575
$3K ﹤0.01%
+64
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