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
576
$3K ﹤0.01%
+25
577
$3K ﹤0.01%
+64
578
$3K ﹤0.01%
+42
579
$3K ﹤0.01%
+150
580
$3K ﹤0.01%
+26
581
$3K ﹤0.01%
+5
582
$3K ﹤0.01%
+1,000
583
$3K ﹤0.01%
+70
584
$3K ﹤0.01%
+100
585
$2K ﹤0.01%
+46
586
$2K ﹤0.01%
+1,000
587
$2K ﹤0.01%
+61
588
$2K ﹤0.01%
+50
589
$2K ﹤0.01%
+30
590
$2K ﹤0.01%
+41
591
$2K ﹤0.01%
+13
592
$2K ﹤0.01%
+50
593
$2K ﹤0.01%
+49
594
$2K ﹤0.01%
+67
595
$2K ﹤0.01%
+36
596
$2K ﹤0.01%
+33
597
$2K ﹤0.01%
+23
598
$2K ﹤0.01%
+51
599
$2K ﹤0.01%
+115
600
$2K ﹤0.01%
+19
22 23
24
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