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
$767M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$34.4M
3
+$19.5M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.72M

Top Sells

1
+$27M
2
+$24.1M
3
+$18.5M
4
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$12.3M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.39M

Sector Composition

1 Technology 1.49%
2 Consumer Discretionary 0.32%
3 Healthcare 0.32%
4 Financials 0.14%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$805K 0.1%
17,652
-11,034
77
$771K 0.1%
25,430
-620
78
$764K 0.1%
26,881
-300
79
$716K 0.09%
17,415
80
$692K 0.09%
8,240
+1,080
81
$664K 0.09%
5,830
-458
82
$656K 0.09%
+13,087
83
$642K 0.08%
16,947
-1,030
84
$625K 0.08%
1,978
85
$588K 0.08%
13,123
-810
86
$585K 0.08%
10,583
87
$583K 0.08%
12,577
-2,842
88
$579K 0.08%
+36,146
89
$555K 0.07%
15,582
-238
90
$549K 0.07%
1,501
+52
91
$533K 0.07%
13,010
-407
92
$533K 0.07%
12,093
-1,000
93
$528K 0.07%
14,711
-166,232
94
$527K 0.07%
15,070
-38,938
95
$524K 0.07%
1,989
+90
96
$501K 0.07%
18,545
-53,078
97
$496K 0.06%
2,747
98
$483K 0.06%
14,131
-5,379
99
$481K 0.06%
1,833
-14
100
$438K 0.06%
2,293
+56
2 3
4
5 6