CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.73M
3
+$1.51M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.43M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.16M

Top Sells

1
+$5.88M
2
+$510K
3
+$422K
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$414K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$401K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.5%
3 Healthcare 0.48%
4 Energy 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.05%
1,818
-11
102
$560K 0.05%
19,167
+1,664
103
$542K 0.05%
3,504
+69
104
$536K 0.05%
3,234
-3
105
$536K 0.05%
4,637
+1,242
106
$522K 0.05%
11,476
-200
107
$513K 0.05%
6,073
-1,696
108
$510K 0.05%
2,472
+10
109
$505K 0.05%
6,586
110
$503K 0.05%
11,853
-465
111
$502K 0.05%
8,777
-2,034
112
$483K 0.05%
891
113
$475K 0.05%
3,400
+984
114
$465K 0.04%
13,590
115
$460K 0.04%
3,775
-1,109
116
$456K 0.04%
8,991
-653
117
$451K 0.04%
11,794
118
$436K 0.04%
+15,420
119
$430K 0.04%
2,147
+21
120
$414K 0.04%
2,422
121
$411K 0.04%
2,741
-2
122
$406K 0.04%
2,601
+53
123
$387K 0.04%
3,629
124
$382K 0.04%
1,517
125
$382K 0.04%
7,477
-340
3 4
5
6 7