CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.73M
3
+$1.51M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.43M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.16M

Top Sells

1
+$5.88M
2
+$510K
3
+$422K
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$414K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$401K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.5%
3 Healthcare 0.48%
4 Energy 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.24%
70,251
-2,048
52
$2.48M 0.24%
49,106
+25
53
$2.39M 0.23%
113,722
-3,432
54
$2.18M 0.21%
3,879
+101
55
$2.14M 0.21%
11,254
-305
56
$2.07M 0.2%
31,165
-2,901
57
$1.94M 0.19%
50,475
-13,307
58
$1.76M 0.17%
85,653
+1,411
59
$1.73M 0.17%
68,954
60
$1.71M 0.17%
34,308
+2,362
61
$1.66M 0.16%
15,310
-2,388
62
$1.53M 0.15%
4,166
-877
63
$1.49M 0.14%
2,662
+133
64
$1.47M 0.14%
33,980
-156
65
$1.4M 0.14%
18,244
-81
66
$1.35M 0.13%
1,425
+53
67
$1.26M 0.12%
21,641
-1,908
68
$1.25M 0.12%
26,376
+1,519
69
$1.14M 0.11%
10,945
-1,670
70
$1.1M 0.11%
23,630
-9,039
71
$1.08M 0.1%
4,398
+90
72
$1.08M 0.1%
2,300
+152
73
$1.07M 0.1%
+10,151
74
$1.02M 0.1%
21,526
75
$1.01M 0.1%
10,058
1 2
3
4 5