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
$840M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$2.38M
3
+$1.86M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.65M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.61M

Top Sells

1
+$34.8M
2
+$1.71M
3
+$1.54M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.14M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 0.42%
3 Healthcare 0.31%
4 Financials 0.14%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.04%
1,095
+185
102
$367K 0.04%
7,362
+3
103
$365K 0.04%
3,889
104
$362K 0.04%
1,577
-50
105
$362K 0.04%
3,802
106
$361K 0.04%
8,593
-8,304
107
$343K 0.04%
8,436
108
$342K 0.04%
+13,210
109
$340K 0.04%
4,575
-98
110
$324K 0.04%
5,752
111
$320K 0.04%
16,200
112
$314K 0.04%
656
113
$311K 0.04%
+764
114
$308K 0.04%
1,401
+298
115
$301K 0.04%
2,513
-289
116
$300K 0.04%
2,476
-44
117
$298K 0.04%
2,344
118
$286K 0.03%
3,071
+264
119
$285K 0.03%
8,463
-1,299
120
$277K 0.03%
6,182
-35
121
$275K 0.03%
5,448
122
$271K 0.03%
4,845
-500
123
$266K 0.03%
2,927
-15
124
$257K 0.03%
+896
125
$255K 0.03%
2,475
3 4
5
6 7