CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$20.8M
3
+$14M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.49M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$868K

Top Sells

1
+$19.4M
2
+$16M
3
+$10.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.28M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.08M

Sector Composition

1 Technology 2.2%
2 Consumer Discretionary 0.53%
3 Healthcare 0.4%
4 Communication Services 0.35%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.45M 0.22%
105,121
-8,601
52
$2.23M 0.2%
846,419
53
$1.81M 0.17%
36,323
+2,015
54
$1.74M 0.16%
68,954
55
$1.67M 0.15%
2,699
+37
56
$1.64M 0.15%
37,563
-12,912
57
$1.64M 0.15%
22,159
-9,006
58
$1.53M 0.14%
4,177
+11
59
$1.5M 0.14%
2,028
+589
60
$1.46M 0.13%
33,359
-621
61
$1.45M 0.13%
18,244
62
$1.38M 0.13%
67,128
-18,525
63
$1.36M 0.12%
1,373
-52
64
$1.36M 0.12%
21,881
+240
65
$1.31M 0.12%
2,381
+81
66
$1.27M 0.12%
4,382
-16
67
$1.18M 0.11%
3,213
-20
68
$1.14M 0.1%
24,168
+538
69
$1.12M 0.1%
23,577
-2,799
70
$1.11M 0.1%
10,196
-749
71
$1.1M 0.1%
12,213
+10
72
$1.09M 0.1%
3,831
73
$1.07M 0.1%
36,655
-1,815
74
$1.02M 0.09%
3,219
+290
75
$997K 0.09%
9,951
-107
1 2
3
4 5