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
$1.02B
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$3.34M
3
+$3.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.85M
5
MBB icon
iShares MBS ETF
MBB
+$2.31M

Top Sells

1
+$2.65M
2
+$2.35M
3
+$2.17M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.46M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$1.44M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.69%
3 Healthcare 0.45%
4 Consumer Staples 0.35%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.25%
49,081
+26,697
52
$2.41M 0.24%
72,299
-532
53
$2.38M 0.23%
17,698
+615
54
$2.22M 0.22%
3,778
-153
55
$2.17M 0.21%
846,419
+363,870
56
$2.09M 0.2%
+34,066
57
$1.96M 0.19%
5,043
-1,242
58
$1.91M 0.19%
84,242
+29,084
59
$1.79M 0.18%
63,782
+31,659
60
$1.73M 0.17%
68,954
+28,992
61
$1.59M 0.16%
3,939
-33
62
$1.59M 0.16%
31,946
+5,361
63
$1.51M 0.15%
32,669
+3,698
64
$1.48M 0.15%
2,529
-218
65
$1.47M 0.14%
23,549
+1,624
66
$1.45M 0.14%
12,615
+496
67
$1.41M 0.14%
34,136
-13,070
68
$1.39M 0.14%
18,325
-906
69
$1.26M 0.12%
1,372
+45
70
$1.16M 0.11%
24,857
-70
71
$1.11M 0.11%
3,233
-1,183
72
$1.1M 0.11%
2,148
-5,181
73
$1.07M 0.1%
38,470
-18,806
74
$1.03M 0.1%
4,308
-418
75
$1.02M 0.1%
21,526
1 2
3
4 5