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
$753M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.2M
3
+$7.55M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.82M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.78M

Top Sells

1
+$34.5M
2
+$28.6M
3
+$1.07M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$617K
5
IXN icon
iShares Global Tech ETF
IXN
+$349K

Sector Composition

1 Technology 1.29%
2 Consumer Discretionary 0.28%
3 Healthcare 0.2%
4 Communication Services 0.13%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$957K 0.13%
18,516
+200
77
$952K 0.13%
35,804
-90
78
$919K 0.12%
14,879
-847
79
$907K 0.12%
19,740
-740
80
$858K 0.11%
15,261
-50
81
$847K 0.11%
5,200
+1,500
82
$839K 0.11%
28,468
-4,365
83
$813K 0.11%
19,771
-718
84
$793K 0.11%
12,856
-1,000
85
$787K 0.1%
20,218
-148
86
$776K 0.1%
22,300
-6,946
87
$743K 0.1%
10,306
88
$706K 0.09%
14,124
-6,978
89
$647K 0.09%
4,012
-48
90
$643K 0.09%
7,399
91
$613K 0.08%
2,139
-113
92
$605K 0.08%
17,662
-80
93
$599K 0.08%
19,210
94
$590K 0.08%
2,203
95
$572K 0.08%
8,425
+260
96
$546K 0.07%
15,212
97
$545K 0.07%
18,466
98
$518K 0.07%
3,418
99
$489K 0.06%
1,842
100
$488K 0.06%
2,696
+80
2 3
4
5 6