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
$599M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$8.11M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.82M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.81M

Top Sells

1
+$5.38M
2
+$3.6M
3
+$3.53M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.08M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.99M

Sector Composition

1 Technology 1.29%
2 Communication Services 0.29%
3 Industrials 0.28%
4 Consumer Discretionary 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.4%
56,824
-7,823
52
$2.39M 0.4%
78,939
-14,013
53
$2.29M 0.38%
35,813
-7,230
54
$2.28M 0.38%
40,990
-499
55
$2.24M 0.37%
59,532
-17,147
56
$2.23M 0.37%
48,679
-14,906
57
$2.21M 0.37%
72,445
-19,891
58
$2.07M 0.35%
39,298
-7,944
59
$2.04M 0.34%
93,477
-1,106
60
$1.97M 0.33%
47,321
+1,210
61
$1.87M 0.31%
8,811
-593
62
$1.87M 0.31%
49,120
-8,397
63
$1.81M 0.3%
107,726
+1,398
64
$1.79M 0.3%
19,957
-17,570
65
$1.78M 0.3%
25,661
-18,408
66
$1.73M 0.29%
18,817
-3,829
67
$1.66M 0.28%
85,551
-45,664
68
$1.58M 0.26%
30,998
-1,082
69
$1.56M 0.26%
40,495
-10,395
70
$1.46M 0.24%
38,823
-6,912
71
$1.44M 0.24%
22,766
-6,785
72
$1.38M 0.23%
21,046
-14,936
73
$1.37M 0.23%
64,272
-22,248
74
$1.34M 0.22%
50,369
-12,680
75
$1.3M 0.22%
21,639
+2,663
1 2
3
4 5