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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
$1.24B
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.85M
3
+$8.96M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.63M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.36M

Top Sells

1
+$8.71M
2
+$7.56M
3
+$4.79M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.2M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.84M

Sector Composition

1 Technology 2.09%
2 Healthcare 0.67%
3 Consumer Discretionary 0.4%
4 Financials 0.33%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARKG icon
51
ARK Genomic Revolution ETF
ARKG
$1.25B
$1.91M 0.15%
72,288
-589
CLOU icon
52
Global X Cloud Computing ETF
CLOU
$257M
$1.84M 0.15%
94,361
-11,638
AVDE icon
53
Avantis International Equity ETF
AVDE
$16.2B
$1.83M 0.15%
21,590
-962
SPY icon
54
State Street SPDR S&P 500 ETF Trust
SPY
$761B
$1.78M 0.14%
2,743
+40
ARKK icon
55
ARK Innovation ETF
ARKK
$6.53B
$1.76M 0.14%
26,021
-6,955
DBEF icon
56
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.66B
$1.59M 0.13%
32,167
DTD icon
57
WisdomTree US Total Dividend Fund
DTD
$1.6B
$1.56M 0.13%
18,119
TBLL icon
58
Invesco Short Term Treasury ETF
TBLL
$2.58B
$1.55M 0.13%
14,681
-5,143
IJH icon
59
iShares Core S&P Mid-Cap ETF
IJH
$118B
$1.49M 0.12%
22,027
+1,134
PLTR icon
60
Palantir
PLTR
$315B
$1.36M 0.11%
9,314
+1,881
QQQ icon
61
Invesco QQQ Trust
QQQ
$463B
$1.27M 0.1%
2,204
+166
JPM icon
62
JPMorgan Chase
JPM
$834B
$1.27M 0.1%
4,317
+61
IJR icon
63
iShares Core S&P Small-Cap ETF
IJR
$104B
$1.18M 0.1%
9,471
-896
MGK icon
64
Vanguard Mega Cap Growth ETF
MGK
$32.6B
$1.17M 0.09%
15,955
+375
IEMG icon
65
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$1.11M 0.09%
15,983
-5
COST icon
66
Costco
COST
$435B
$1.1M 0.09%
1,099
-26
STOT icon
67
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$465M
$1.08M 0.09%
23,000
+279
IDNA icon
68
iShares Genomics Immunology and Healthcare ETF
IDNA
$158M
$1.05M 0.09%
36,296
-1,529
IXN icon
69
iShares Global Tech ETF
IXN
$8.88B
$1.05M 0.08%
10,518
TDIV icon
70
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.33B
$1.03M 0.08%
11,044
-54
AVSF icon
71
Avantis Short-Term Fixed Income ETF
AVSF
$664M
$1.03M 0.08%
21,963
-2,946
LLY icon
72
Eli Lilly
LLY
$1.02T
$1.01M 0.08%
1,102
+18
TSLA icon
73
Tesla
TSLA
$1.44T
$1.01M 0.08%
2,712
+58
AVGO icon
74
Broadcom
AVGO
$1.8T
$985K 0.08%
3,184
+333
VOT icon
75
Vanguard Mid-Cap Growth ETF
VOT
$18.6B
$972K 0.08%
3,776
1 2
3
4 5