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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
$1.24B
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.85M
3
+$8.96M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.63M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.36M

Top Sells

1
+$8.71M
2
+$7.56M
3
+$4.79M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.2M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.84M

Sector Composition

1 Technology 2.09%
2 Healthcare 0.67%
3 Consumer Discretionary 0.4%
4 Financials 0.33%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBIL icon
101
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$652K 0.05%
6,503
-957
HD icon
102
Home Depot
HD
$320B
$648K 0.05%
1,971
-419
AMGN icon
103
Amgen
AMGN
$185B
$640K 0.05%
1,818
USHY icon
104
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27B
$620K 0.05%
16,819
RSPT icon
105
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.28B
$615K 0.05%
13,590
VGT icon
106
Vanguard Information Technology ETF
VGT
$138B
$608K 0.05%
6,968
FTA icon
107
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.32B
$592K 0.05%
6,407
DTH icon
108
WisdomTree International High Dividend Fund
DTH
$674M
$591K 0.05%
10,933
HACK icon
109
Amplify Cybersecurity ETF
HACK
$2.36B
$588K 0.05%
7,837
-210
XLK icon
110
State Street Technology Select Sector SPDR ETF
XLK
$116B
$582K 0.05%
4,377
-75
T icon
111
AT&T
T
$161B
$568K 0.05%
19,590
+4,151
MU icon
112
Micron Technology
MU
$1.01T
$546K 0.04%
1,617
+18
GE icon
113
GE Aerospace
GE
$335B
$534K 0.04%
1,881
+14
GRID icon
114
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$10.8B
$532K 0.04%
3,250
+580
ICSH icon
115
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.58B
$525K 0.04%
10,378
+2,614
ITM icon
116
VanEck Intermediate Muni ETF
ITM
$2.18B
$492K 0.04%
10,590
PM icon
117
Philip Morris
PM
$284B
$463K 0.04%
2,798
+65
IBB icon
118
iShares Biotechnology ETF
IBB
$7.74B
$438K 0.04%
2,595
+211
VBK icon
119
Vanguard Small-Cap Growth ETF
VBK
$22.9B
$431K 0.03%
1,427
-40
DIVO icon
120
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.07B
$421K 0.03%
+9,383
XSOE icon
121
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.1B
$418K 0.03%
10,429
-82
CSCO icon
122
Cisco
CSCO
$470B
$418K 0.03%
5,386
-21
PG icon
123
Procter & Gamble
PG
$348B
$415K 0.03%
2,874
-929
RPG icon
124
Invesco S&P 500 Pure Growth ETF
RPG
$2.03B
$411K 0.03%
8,787
MDY icon
125
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$408K 0.03%
662
3 4
5
6 7