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
$288M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.89M
3
+$1.75M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.38M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.14M

Top Sells

1
+$19M
2
+$1.46M
3
+$1.4M
4
SMB icon
VanEck Short Muni ETF
SMB
+$1.36M
5
DBEZ icon
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
+$1.13M

Sector Composition

1 Technology 0.92%
2 Communication Services 0.59%
3 Industrials 0.55%
4 Healthcare 0.3%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$467K 0.16%
3,831
+177
102
$461K 0.16%
13,870
+2,325
103
$461K 0.16%
5,287
+146
104
$442K 0.15%
5,175
-100
105
$435K 0.15%
8,866
-324
106
$419K 0.15%
10,641
-574
107
$417K 0.14%
17,940
-135
108
$415K 0.14%
5,888
109
$404K 0.14%
18,561
-1,842
110
$401K 0.14%
13,066
+420
111
$396K 0.14%
5,126
+2,200
112
$388K 0.13%
15,040
-310
113
$378K 0.13%
9,291
+1,064
114
$371K 0.13%
4,930
-26
115
$360K 0.12%
2,715
-54
116
$353K 0.12%
3,774
117
$345K 0.12%
2,572
+76
118
$344K 0.12%
2,968
+594
119
$337K 0.12%
5,826
+2,310
120
$337K 0.12%
4,437
-260
121
$332K 0.12%
11,510
122
$330K 0.11%
6,043
-262
123
$310K 0.11%
3,408
+70
124
$300K 0.1%
5,744
-88
125
$291K 0.1%
+1,933
3 4
5
6 7