CCA
Clearwater Capital Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
11.3%
This Quarter Return
+3.85%
1 Year Return
+11.3%
3 Year Return
+32.91%
5 Year Return
+42.31%
10 Year Return
–
AUM
$511M
AUM Growth
+$24.7M
(+5.1%)
Cap. Flow
+$6.45M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
31.86%
Holding
197
New
17
Increased
52
Reduced
94
Closed
9
Top Buys
| 1 |
Invesco Senior Loan ETF
BKLN
|
$2.41M |
| 2 |
Invesco Variable Rate Preferred ETF
VRP
|
$1.68M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.57M |
| 4 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
$1.55M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$972K |
Top Sells
Sector Composition
| 1 | Technology | 1.31% |
| 2 | Communication Services | 0.4% |
| 3 | Financials | 0.39% |
| 4 | Industrials | 0.39% |
| 5 | Healthcare | 0.35% |
