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
$767M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$34.4M
3
+$19.5M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.72M

Top Sells

1
+$27M
2
+$24.1M
3
+$18.5M
4
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$12.3M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.39M

Sector Composition

1 Technology 1.49%
2 Consumer Discretionary 0.32%
3 Healthcare 0.32%
4 Financials 0.14%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.06%
4,749
102
$420K 0.05%
41,798
103
$403K 0.05%
2,764
104
$388K 0.05%
1,937
-130
105
$383K 0.05%
26,220
-340
106
$376K 0.05%
10,560
-1,026
107
$376K 0.05%
7,885
108
$367K 0.05%
1,149
+15
109
$347K 0.05%
3,802
110
$347K 0.05%
4,812
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111
$338K 0.04%
7,933
-3,586
112
$333K 0.04%
7,401
-2,402
113
$332K 0.04%
8,515
+877
114
$323K 0.04%
6,098
+226
115
$320K 0.04%
3,700
116
$320K 0.04%
+16,200
117
$320K 0.04%
+6,450
118
$313K 0.04%
572
119
$308K 0.04%
2,344
120
$306K 0.04%
691
121
$296K 0.04%
5,752
122
$295K 0.04%
12,066
-6,400
123
$292K 0.04%
6,290
124
$289K 0.04%
1,788
125
$289K 0.04%
2,393
-616
3 4
5
6 7