CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.73M
3
+$1.51M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.43M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.16M

Top Sells

1
+$5.88M
2
+$510K
3
+$422K
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$414K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$401K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.5%
3 Healthcare 0.48%
4 Energy 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$999K 0.1%
3,233
77
$963K 0.09%
38,470
78
$937K 0.09%
3,831
-67
79
$932K 0.09%
1,128
-8
80
$931K 0.09%
11,249
-165
81
$898K 0.09%
12,203
+5
82
$876K 0.08%
1,644
+220
83
$848K 0.08%
11,351
84
$829K 0.08%
1,439
-54
85
$797K 0.08%
10,521
86
$769K 0.07%
5,849
-19
87
$759K 0.07%
2,929
-1,010
88
$758K 0.07%
12,592
-2,667
89
$741K 0.07%
23,179
-10
90
$722K 0.07%
2,310
+4
91
$665K 0.06%
2,421
92
$662K 0.06%
15,160
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93
$648K 0.06%
13,640
94
$646K 0.06%
8,997
95
$640K 0.06%
9,813
-147
96
$634K 0.06%
6,396
-36
97
$624K 0.06%
3,660
-536
98
$607K 0.06%
6,030
-639
99
$593K 0.06%
3,739
-640
100
$583K 0.06%
11,745
+21
2 3
4
5 6