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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$14.7M
3
+$11.8M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$10.3M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$9.35M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.59%
2 Technology 0.49%
3 Communication Services 0.42%
4 Healthcare 0.17%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$784K 0.29%
+48,570
77
$768K 0.28%
+10,726
78
$741K 0.27%
+36,179
79
$724K 0.27%
+15,567
80
$722K 0.27%
+21,325
81
$721K 0.27%
+28,400
82
$703K 0.26%
+16,648
83
$672K 0.25%
+48,111
84
$661K 0.24%
+29,286
85
$645K 0.24%
+28,514
86
$639K 0.24%
+24,530
87
$628K 0.23%
+5,385
88
$614K 0.23%
+25,749
89
$593K 0.22%
+2,814
90
$587K 0.22%
+27,948
91
$552K 0.2%
+21,004
92
$499K 0.18%
+26,033
93
$492K 0.18%
+5,906
94
$483K 0.18%
+4,697
95
$480K 0.18%
+57,810
96
$468K 0.17%
+12,162
97
$423K 0.16%
+8,365
98
$412K 0.15%
+8,830
99
$397K 0.15%
+3,209
100
$390K 0.14%
+3,728
2 3
4
5 6