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
$598M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$12.7M
3
+$9.84M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.48M
5
SNSR icon
Global X Internet of Things ETF
SNSR
+$7.3M

Top Sells

1
+$8.98M
2
+$3.42M
3
+$1.51M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.49M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$1.48M

Sector Composition

1 Technology 1.23%
2 Consumer Discretionary 0.3%
3 Industrials 0.24%
4 Communication Services 0.11%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.28%
27,173
-4,588
52
$1.57M 0.26%
29,235
+9,609
53
$1.57M 0.26%
14,540
+3,640
54
$1.55M 0.26%
5,001
+392
55
$1.4M 0.23%
40,446
-4,946
56
$1.29M 0.22%
27,406
-23,814
57
$1.28M 0.21%
85,754
-24,776
58
$1.27M 0.21%
6,251
-165
59
$1.27M 0.21%
63,620
-12,280
60
$1.26M 0.21%
32,653
-14,427
61
$1.25M 0.21%
23,121
-762
62
$1.19M 0.2%
50,753
-63,495
63
$1.19M 0.2%
26,106
-8,391
64
$1.16M 0.19%
25,680
-3,476
65
$1.07M 0.18%
36,602
-22,553
66
$1M 0.17%
16,823
-1,784
67
$939K 0.16%
21,118
-4,252
68
$920K 0.15%
8,804
-2,464
69
$899K 0.15%
24,890
-6,421
70
$898K 0.15%
25,925
71
$887K 0.15%
41,866
-20,815
72
$864K 0.14%
33,360
-21,875
73
$855K 0.14%
30,186
-8,624
74
$828K 0.14%
21,102
-1,506
75
$816K 0.14%
8,506
-5,344
1 2
3
4 5