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
$599M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$8.11M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.82M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.81M

Top Sells

1
+$5.38M
2
+$3.6M
3
+$3.53M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.08M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.99M

Sector Composition

1 Technology 1.29%
2 Communication Services 0.29%
3 Industrials 0.28%
4 Consumer Discretionary 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.21%
23,953
-1,702
77
$1.26M 0.21%
3,924
-935
78
$1.25M 0.21%
37,901
-16,548
79
$1.19M 0.2%
39,724
-2,650
80
$1.18M 0.2%
24,604
-3,860
81
$1.17M 0.2%
3,631
+94
82
$1.16M 0.19%
10,900
+4,000
83
$1.16M 0.19%
9,209
-13,414
84
$1.15M 0.19%
24,610
-220
85
$1.09M 0.18%
30,954
-1,470
86
$1.07M 0.18%
8,334
-8,437
87
$1.06M 0.18%
18,174
-151
88
$1.06M 0.18%
19,881
-20,700
89
$1.04M 0.17%
25,925
-1,300
90
$1.03M 0.17%
19,168
-5,998
91
$975K 0.16%
9,655
-7,935
92
$974K 0.16%
21,698
-956
93
$962K 0.16%
11,877
-3,822
94
$944K 0.16%
22,471
95
$943K 0.16%
31,968
-10,954
96
$938K 0.16%
5,947
-86
97
$916K 0.15%
22,250
-3,700
98
$904K 0.15%
15,404
-7,055
99
$903K 0.15%
45,048
-22,821
100
$887K 0.15%
26,903
-11,077
2 3
4
5 6