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
$944M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$2.16M
3
+$1.53M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.16M
5
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$876K

Top Sells

1
+$39.6M
2
+$2.38M
3
+$1.31M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$871K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$564K

Sector Composition

1 Technology 1.88%
2 Healthcare 0.52%
3 Consumer Discretionary 0.37%
4 Communication Services 0.25%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$865K 0.09%
3,823
-40
77
$794K 0.08%
7,884
+61
78
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2,944
+1,239
79
$737K 0.08%
11,351
80
$724K 0.08%
23,252
+860
81
$697K 0.07%
3,520
+264
82
$671K 0.07%
15,761
-312
83
$661K 0.07%
1,920
-85
84
$645K 0.07%
1,280
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85
$622K 0.07%
11,281
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86
$617K 0.07%
13,640
87
$594K 0.06%
9,170
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88
$588K 0.06%
16,030
-100
89
$585K 0.06%
12,165
-1,581
90
$585K 0.06%
572
91
$578K 0.06%
7,856
92
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93
$565K 0.06%
2,217
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94
$546K 0.06%
2,995
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95
$544K 0.06%
6,433
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96
$535K 0.06%
11,676
97
$527K 0.06%
8,000
98
$514K 0.05%
13,790
-450
99
$502K 0.05%
14,130
-100
100
$491K 0.05%
2,425
+1,125
2 3
4
5 6