We are live on ! Find out more
CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.24M
3
+$1.1M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$654K

Top Sells

1
+$1.15M
2
+$232K
3
+$224K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$224K
5
VZ icon
Verizon
VZ
+$210K

Sector Composition

1 Technology 1.15%
2 Communication Services 0.37%
3 Industrials 0.36%
4 Financials 0.29%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-115
577
– –
-275
578
– –
-100
579
– –
-150
580
– –
-535
581
– –
-36
582
– –
-313
583
– –
-33
584
– –
-328
585
– –
-2,844
586
– –
-37
587
– –
-150
588
– –
-1,500
589
– –
-129
590
– –
-50
591
– –
-123
592
– –
-2,382
593
– –
-1,608
594
– –
-260
595
– –
-460
596
– –
-68
597
– –
-420
598
– –
-840
599
– –
-50
600
– –
-820
22 23
24
25 26