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
$455M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.22M
3
+$3.17M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.54M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.31M

Top Sells

1
+$3.42M
2
+$2.1M
3
+$2.05M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.99M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.83M

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.34%
3 Industrials 0.33%
4 Financials 0.32%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.64%
110,880
-33,157
52
$2.91M 0.64%
27,175
-1,695
53
$2.9M 0.64%
68,556
-2,164
54
$2.85M 0.63%
330,936
-7,840
55
$2.79M 0.61%
184,944
+151,642
56
$2.65M 0.58%
116,023
-30,206
57
$2.56M 0.56%
129,604
-44,691
58
$2.54M 0.56%
+100,097
59
$2.53M 0.55%
158,139
+51,591
60
$2.45M 0.54%
24,291
-19,764
61
$2.43M 0.53%
67,153
-880
62
$2.41M 0.53%
62,210
+47,451
63
$2.4M 0.53%
85,575
-9,252
64
$2.32M 0.51%
72,445
+3,631
65
$2.24M 0.49%
50,209
+38,716
66
$2.19M 0.48%
35,337
-1,324
67
$2.18M 0.48%
20,830
-13,376
68
$2.09M 0.46%
46,846
+4,887
69
$2.02M 0.44%
120,030
-51,517
70
$2.01M 0.44%
34,721
-3,467
71
$1.99M 0.44%
52,936
-12,856
72
$1.99M 0.44%
76,804
-37,561
73
$1.98M 0.43%
97,525
-4,080
74
$1.98M 0.43%
76,037
+29,244
75
$1.98M 0.43%
49,280
-1,710
1 2
3
4 5