CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 11.3%
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$14.7M
3
+$11.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$10.3M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$9.35M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.59%
2 Technology 0.49%
3 Communication Services 0.42%
4 Healthcare 0.17%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.51%
+76,410
52
$1.37M 0.51%
+77,384
53
$1.34M 0.49%
+95,430
54
$1.34M 0.49%
+55,996
55
$1.31M 0.48%
+6,246
56
$1.29M 0.48%
+58,217
57
$1.27M 0.47%
+10,242
58
$1.26M 0.46%
+25,143
59
$1.25M 0.46%
+67,483
60
$1.21M 0.45%
+16,929
61
$1.19M 0.44%
+79,458
62
$1.14M 0.42%
+22,536
63
$1.12M 0.41%
+33,071
64
$1.11M 0.41%
+25,457
65
$1.06M 0.39%
+23,117
66
$1.04M 0.38%
+64,125
67
$1.04M 0.38%
+48,570
68
$1.02M 0.38%
+42,744
69
$1.01M 0.37%
+44,307
70
$934K 0.34%
+21,736
71
$910K 0.34%
+37,181
72
$899K 0.33%
+33,830
73
$896K 0.33%
+8,269
74
$819K 0.3%
+31,380
75
$794K 0.29%
+34,506
1 2
3
4 5