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
$455M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.22M
3
+$3.17M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.54M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$2.31M

Top Sells

1
+$3.42M
2
+$2.1M
3
+$2.05M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.99M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.83M

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.34%
3 Industrials 0.33%
4 Financials 0.32%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.43%
37,027
+5,003
77
$1.94M 0.43%
25,328
+16,135
78
$1.92M 0.42%
11,409
-335
79
$1.88M 0.41%
41,029
-2,273
80
$1.86M 0.41%
+35,427
81
$1.85M 0.41%
36,713
+23,233
82
$1.78M 0.39%
32,967
-2,784
83
$1.74M 0.38%
11,280
-221
84
$1.73M 0.38%
114,276
+57,060
85
$1.71M 0.38%
36,300
+11,528
86
$1.67M 0.37%
31,866
-1,922
87
$1.59M 0.35%
62,860
+14,920
88
$1.57M 0.34%
14,359
-2,036
89
$1.56M 0.34%
47,015
+5,245
90
$1.56M 0.34%
19,963
-3,707
91
$1.52M 0.33%
52,293
+44,186
92
$1.47M 0.32%
26,386
+2,162
93
$1.47M 0.32%
12,866
-2,028
94
$1.46M 0.32%
48,085
+30,919
95
$1.44M 0.32%
27,084
-2,094
96
$1.43M 0.31%
50,896
+5,614
97
$1.43M 0.31%
5,700
+449
98
$1.42M 0.31%
18,170
-838
99
$1.4M 0.31%
14,546
+2,610
100
$1.35M 0.3%
26,359
+21,614
2 3
4
5 6