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CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$819M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$36.3M
3
+$3.92M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$3.55M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.32M

Top Sells

1
+$14M
2
+$12.5M
3
+$11M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$9.21M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$8.63M

Sector Composition

1 Technology 1.64%
2 Consumer Discretionary 0.34%
3 Healthcare 0.24%
4 Communication Services 0.12%
5 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$672K 0.08%
12,361
-762
77
$664K 0.08%
16,829
-118
78
$653K 0.08%
9,830
-6,599
79
$643K 0.08%
22,527
-4,354
80
$632K 0.08%
34,466
-1,680
81
$615K 0.08%
15,570
-12
82
$608K 0.07%
14,790
-280
83
$577K 0.07%
317,151
+131,240
84
$568K 0.07%
1,923
-55
85
$554K 0.07%
11,593
-500
86
$550K 0.07%
1,968
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$544K 0.07%
18,000
-7,430
88
$531K 0.06%
4,284
-1,546
89
$531K 0.06%
9,178
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$522K 0.06%
2,514
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91
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92
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12,718
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93
$463K 0.06%
12,416
-594
94
$455K 0.06%
2,230
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95
$445K 0.05%
15,105
-3,440
96
$436K 0.05%
1,803
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97
$425K 0.05%
1,237
-264
98
$402K 0.05%
8,352
-840
99
$398K 0.05%
10,513
-47
100
$396K 0.05%
14,250
-11,970
2 3
4
5 6