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
$753M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.2M
3
+$7.55M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.82M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.78M

Top Sells

1
+$34.5M
2
+$28.6M
3
+$1.07M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$617K
5
IXN icon
iShares Global Tech ETF
IXN
+$349K

Sector Composition

1 Technology 1.29%
2 Consumer Discretionary 0.28%
3 Healthcare 0.2%
4 Communication Services 0.13%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.25%
9,348
-957
52
$1.84M 0.24%
4,910
-164
53
$1.75M 0.23%
25,207
-1,823
54
$1.6M 0.21%
14,760
+220
55
$1.59M 0.21%
88,502
+984
56
$1.52M 0.2%
39,476
-273
57
$1.45M 0.19%
6,515
+324
58
$1.4M 0.19%
25,462
-250
59
$1.37M 0.18%
54,150
-5,820
60
$1.34M 0.18%
25,506
61
$1.3M 0.17%
3,486
+1,228
62
$1.28M 0.17%
23,118
-3
63
$1.25M 0.17%
23,006
-1,146
64
$1.25M 0.17%
+23,005
65
$1.24M 0.16%
16,823
66
$1.23M 0.16%
47,491
-1,514
67
$1.21M 0.16%
26,390
-296
68
$1.07M 0.14%
17,413
-34
69
$1.05M 0.14%
18,251
-2,867
70
$1.03M 0.14%
7,899
-714
71
$1.02M 0.14%
+20,185
72
$1M 0.13%
16,487
-300
73
$996K 0.13%
30,550
-1,510
74
$981K 0.13%
10,672
-108
75
$962K 0.13%
8,279
-175
1 2
3
4 5