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
$365M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$6.74M
3
+$3.82M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.37M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.03M

Top Sells

1
+$645K
2
+$643K
3
+$469K
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$441K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$422K

Sector Composition

1 Technology 1.12%
2 Industrials 0.55%
3 Communication Services 0.47%
4 Healthcare 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$380K 0.1%
6,126
+300
127
$369K 0.1%
2,959
-9
128
$365K 0.1%
4,437
129
$361K 0.1%
+7,271
130
$351K 0.1%
15,149
+3,170
131
$350K 0.1%
3,774
132
$347K 0.1%
11,510
133
$331K 0.09%
6,746
+703
134
$310K 0.08%
6,000
+256
135
$297K 0.08%
9,074
+1,923
136
$293K 0.08%
3,057
+510
137
$277K 0.08%
2,449
+123
138
$273K 0.07%
3,006
+683
139
$266K 0.07%
6,322
-2,969
140
$265K 0.07%
6,607
-121
141
$262K 0.07%
+850
142
$259K 0.07%
2,386
+630
143
$253K 0.07%
7,803
144
$249K 0.07%
+1,846
145
$243K 0.07%
+3,720
146
$240K 0.07%
+1,674
147
$239K 0.07%
5,780
148
$238K 0.07%
+7,199
149
$234K 0.06%
+2,176
150
$233K 0.06%
+872
3 4 5
6
7