CCA
Clearwater Capital Advisors Portfolio holdings
AUM
$1.09B
This Quarter Return
+3.69%
1 Year Return
+11.3%
3 Year Return
+32.91%
5 Year Return
+42.31%
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+5.5%)
Cap. Flow
+$6.64M
Cap. Flow
% of AUM
2.32%
Top 10 Holdings %
Top 10 Hldgs %
36.49%
Holding
140
New
11
Increased
65
Reduced
48
Closed
1
Top Buys
| 1 |
First Trust Financials AlphaDEX Fund
FXO
|
$5.1M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$812K |
| 3 |
Apple
AAPL
|
$759K |
| 4 |
Invesco Preferred ETF
PGX
|
$570K |
| 5 |
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
|
$534K |
Top Sells
Sector Composition
| 1 | Technology | 0.82% |
| 2 | Communication Services | 0.55% |
| 3 | Industrials | 0.49% |
| 4 | Consumer Discretionary | 0.19% |
| 5 | Financials | 0.18% |
