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
$767M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$34.4M
3
+$19.5M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.72M

Top Sells

1
+$27M
2
+$24.1M
3
+$18.5M
4
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$12.3M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.39M

Sector Composition

1 Technology 1.49%
2 Consumer Discretionary 0.32%
3 Healthcare 0.32%
4 Financials 0.14%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.28%
45,571
-480
52
$1.99M 0.26%
61,875
-838,501
53
$1.94M 0.25%
8,070
+82
54
$1.87M 0.24%
37,114
-2,022
55
$1.6M 0.21%
8,923
-512
56
$1.5M 0.2%
30,027
+5,048
57
$1.47M 0.19%
105,612
-2,660
58
$1.41M 0.18%
8,214
-43
59
$1.4M 0.18%
3,654
+33
60
$1.35M 0.18%
84,088
-7,910
61
$1.35M 0.18%
22,189
-253
62
$1.33M 0.17%
27,455
+1,455
63
$1.32M 0.17%
16,515
64
$1.23M 0.16%
12,985
+1,624
65
$1.13M 0.15%
24,090
+14,840
66
$1.1M 0.14%
45,310
67
$1.08M 0.14%
16,429
-1,919
68
$1.04M 0.14%
8,336
+390
69
$1.03M 0.13%
92,236
-100,233
70
$946K 0.12%
+20,435
71
$943K 0.12%
185,911
72
$913K 0.12%
14,287
73
$906K 0.12%
10,527
-280,398
74
$889K 0.12%
39,824
+12,634
75
$874K 0.11%
+17,678
1 2
3
4 5