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
$288M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.89M
3
+$1.75M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.38M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.14M

Top Sells

1
+$19M
2
+$1.46M
3
+$1.4M
4
SMB icon
VanEck Short Muni ETF
SMB
+$1.36M
5
DBEZ icon
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
+$1.13M

Sector Composition

1 Technology 0.92%
2 Communication Services 0.59%
3 Industrials 0.55%
4 Healthcare 0.3%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.36%
20,446
+6,744
77
$1.03M 0.36%
+9,722
78
$963K 0.33%
45,309
-1,540
79
$901K 0.31%
21,651
+34
80
$844K 0.29%
+16,126
81
$822K 0.29%
44,538
-1,152
82
$818K 0.28%
33,174
-3,005
83
$803K 0.28%
53,079
+5,061
84
$759K 0.26%
9,865
+226
85
$757K 0.26%
21,368
+534
86
$676K 0.23%
14,796
-1,176
87
$667K 0.23%
5,686
+1,967
88
$661K 0.23%
14,572
+1,320
89
$636K 0.22%
21,004
90
$630K 0.22%
2,782
91
$629K 0.22%
5,385
92
$619K 0.21%
21,952
-530
93
$605K 0.21%
12,621
-30,502
94
$554K 0.19%
10,817
+6,956
95
$535K 0.19%
59,760
+900
96
$520K 0.18%
8,689
+1,316
97
$512K 0.18%
28,321
+2,061
98
$503K 0.17%
+45,900
99
$502K 0.17%
15,447
+4,672
100
$481K 0.17%
9,798
+156
2 3
4
5 6