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
$753M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.2M
3
+$7.55M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.82M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.78M

Top Sells

1
+$34.5M
2
+$28.6M
3
+$1.07M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$617K
5
IXN icon
iShares Global Tech ETF
IXN
+$349K

Sector Composition

1 Technology 1.29%
2 Consumer Discretionary 0.28%
3 Healthcare 0.2%
4 Communication Services 0.13%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$488K 0.06%
24,615
102
$469K 0.06%
11,858
-579
103
$469K 0.06%
23,474
-270
104
$454K 0.06%
+34,055
105
$422K 0.06%
1,834
+1
106
$422K 0.06%
1,815
+660
107
$419K 0.06%
6,853
-48
108
$416K 0.06%
13,765
-240
109
$409K 0.05%
+7,138
110
$383K 0.05%
7,644
+1,100
111
$382K 0.05%
15,097
-1,267
112
$382K 0.05%
1,779
+8
113
$356K 0.05%
4,590
114
$344K 0.05%
4,131
115
$323K 0.04%
914
116
$310K 0.04%
3,815
-2,011
117
$309K 0.04%
1,587
+375
118
$305K 0.04%
4,218
-390
119
$303K 0.04%
4,752
-120
120
$297K 0.04%
6,390
121
$290K 0.04%
+2,543
122
$290K 0.04%
+691
123
$287K 0.04%
2,516
-14
124
$287K 0.04%
6,805
-540
125
$285K 0.04%
10,710
3 4
5
6 7