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
$1.03B
AUM Growth
+$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$4.33M
3
+$3.75M
4
HD icon
Home Depot
HD
+$1.77M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.72M

Top Sells

1
+$27.2M
2
+$1.46M
3
+$734K
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$604K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Sector Composition

1 Technology 2.43%
2 Consumer Discretionary 0.66%
3 Healthcare 0.45%
4 Consumer Staples 0.4%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.24%
30,494
52
$2.27M 0.22%
3,931
-41
53
$2.27M 0.22%
110,278
-14,210
54
$2.24M 0.22%
12,005
+4,347
55
$2.07M 0.2%
17,083
+4,189
56
$2.04M 0.2%
99,288
+4,160
57
$1.98M 0.19%
47,206
+380
58
$1.98M 0.19%
8,138
+256
59
$1.8M 0.17%
482,549
60
$1.58M 0.15%
2,747
-205
61
$1.57M 0.15%
15,026
62
$1.49M 0.15%
57,276
63
$1.47M 0.14%
19,231
-125
64
$1.42M 0.14%
4,416
-107
65
$1.42M 0.14%
12,119
-304
66
$1.37M 0.13%
21,925
+584
67
$1.37M 0.13%
28,971
+2,902
68
$1.36M 0.13%
55,158
+370
69
$1.33M 0.13%
26,585
+2,321
70
$1.18M 0.12%
24,927
-485
71
$1.18M 0.11%
+1,327
72
$1.16M 0.11%
22,384
-2,938
73
$1.06M 0.1%
32,123
-3,108
74
$1.04M 0.1%
3,972
+452
75
$1.04M 0.1%
21,526
1 2
3
4 5