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
$1.02B
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$3.34M
3
+$3.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.85M
5
MBB icon
iShares MBS ETF
MBB
+$2.31M

Top Sells

1
+$2.65M
2
+$2.35M
3
+$2.17M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.46M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$1.44M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.69%
3 Healthcare 0.45%
4 Consumer Staples 0.35%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.1%
10,058
+7,087
77
$989K 0.1%
3,898
-4,240
78
$957K 0.09%
12,198
-18,296
79
$936K 0.09%
11,414
-239
80
$897K 0.09%
+15,259
81
$892K 0.09%
10,521
82
$877K 0.09%
1,136
83
$874K 0.09%
1,493
-10
84
$811K 0.08%
5,868
-15,718
85
$797K 0.08%
23,189
-33
86
$795K 0.08%
11,351
87
$737K 0.07%
9,960
-49
88
$703K 0.07%
4,196
-1,183
89
$702K 0.07%
2,421
-216
90
$670K 0.07%
8,997
-173
91
$669K 0.07%
6,669
+459
92
$668K 0.07%
2,306
-26
93
$650K 0.06%
3,435
+36
94
$645K 0.06%
1,424
-181
95
$636K 0.06%
15,205
-176
96
$600K 0.06%
6,432
-1
97
$596K 0.06%
13,640
98
$588K 0.06%
+11,724
99
$588K 0.06%
7,769
-4,394
100
$572K 0.06%
2,462
-1,472
2 3
4
5 6