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
$288M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.89M
3
+$1.75M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.38M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.14M

Top Sells

1
+$19M
2
+$1.46M
3
+$1.4M
4
SMB icon
VanEck Short Muni ETF
SMB
+$1.36M
5
DBEZ icon
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
+$1.13M

Sector Composition

1 Technology 0.92%
2 Communication Services 0.59%
3 Industrials 0.55%
4 Healthcare 0.3%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.61%
22,055
-3,202
52
$1.72M 0.6%
30,233
+2,724
53
$1.69M 0.59%
84,085
+1,335
54
$1.6M 0.56%
32,865
+4,744
55
$1.46M 0.51%
77,645
+7,282
56
$1.43M 0.5%
6,342
+266
57
$1.38M 0.48%
+13,128
58
$1.36M 0.47%
81,025
+13,045
59
$1.35M 0.47%
47,270
+6,100
60
$1.3M 0.45%
46,282
-4,264
61
$1.29M 0.45%
80,031
+2,208
62
$1.29M 0.45%
23,771
+1,261
63
$1.28M 0.44%
48,347
+7,137
64
$1.28M 0.44%
9,554
-116
65
$1.25M 0.44%
29,129
-3,942
66
$1.25M 0.43%
44,370
+10,964
67
$1.21M 0.42%
45,013
+12,300
68
$1.21M 0.42%
71,387
-2,089
69
$1.19M 0.41%
15,613
-312
70
$1.17M 0.41%
44,016
+813
71
$1.1M 0.38%
33,750
+306
72
$1.1M 0.38%
41,548
+12,720
73
$1.07M 0.37%
8,921
+650
74
$1.05M 0.37%
44,991
-21,610
75
$1.05M 0.36%
38,757
+26,847
1 2
3
4 5