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CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.85M
3
+$8.96M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.63M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.36M

Top Sells

1
+$8.71M
2
+$7.56M
3
+$4.79M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.2M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.84M

Sector Composition

1 Technology 2.09%
2 Healthcare 0.67%
3 Consumer Discretionary 0.4%
4 Financials 0.33%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
76
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$964K 0.08%
12,158
-6,039
VTEB icon
77
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$920K 0.07%
18,442
+247
GBTC icon
78
Grayscale Bitcoin Trust
GBTC
$9.31B
$908K 0.07%
17,210
+7,437
EMGF icon
79
iShares Emerging Markets Equity Factor ETF
EMGF
$1.82B
$907K 0.07%
15,009
-328
FTC icon
80
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.29B
$905K 0.07%
5,874
+120
SCHE icon
81
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$883K 0.07%
26,785
-358
META icon
82
Meta Platforms (Facebook)
META
$1.45T
$873K 0.07%
1,526
+57
SPLV icon
83
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$830K 0.07%
11,351
GOOG icon
84
Alphabet (Google) Class C
GOOG
$4.31T
$830K 0.07%
2,894
+346
DES icon
85
WisdomTree US SmallCap Dividend Fund
DES
$2.11B
$825K 0.07%
22,957
-45
VTI icon
86
Vanguard Total Stock Market ETF
VTI
$635B
$824K 0.07%
2,568
+182
GDXJ icon
87
VanEck Junior Gold Miners ETF
GDXJ
$6.95B
$791K 0.06%
6,591
-253
SOXL icon
88
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$19.7B
$791K 0.06%
+16,513
ASML icon
89
ASML
ASML
$668B
$782K 0.06%
592
+12
JNJ icon
90
Johnson & Johnson
JNJ
$574B
$781K 0.06%
3,195
+26
SHM icon
91
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$777K 0.06%
16,250
MCD icon
92
McDonald's
MCD
$201B
$771K 0.06%
2,482
+122
SCHG icon
93
Schwab US Large-Cap Growth ETF
SCHG
$57.3B
$729K 0.06%
25,041
BX icon
94
Blackstone
BX
$145B
$728K 0.06%
6,332
+2,966
BRK.B icon
95
Berkshire Hathaway Class B
BRK.B
$1.04T
$727K 0.06%
1,517
+4
HEDJ icon
96
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
$713K 0.06%
13,640
KKR icon
97
KKR & Co
KKR
$85.3B
$710K 0.06%
7,680
+3,021
GOOGL icon
98
Alphabet (Google) Class A
GOOGL
$4.35T
$698K 0.06%
2,429
+19
DHS icon
99
WisdomTree US High Dividend Fund
DHS
$1.49B
$690K 0.06%
6,317
+235
SCHJ icon
100
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$793M
$687K 0.06%
27,800
-41,722
2 3
4
5 6