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
$456M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.15M
3
+$1.11M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.07M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$825K

Top Sells

1
+$1.11M
2
+$1.01M
3
+$755K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$408K
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$366K

Sector Composition

1 Technology 1.09%
2 Industrials 0.42%
3 Communication Services 0.38%
4 Financials 0.28%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$450K 0.1%
4,182
+69
127
$447K 0.1%
2,361
-65
128
$441K 0.1%
5,158
+156
129
$435K 0.1%
4,266
-147
130
$425K 0.09%
39,966
131
$413K 0.09%
8,611
-8,500
132
$412K 0.09%
14,022
-1,592
133
$398K 0.09%
2,287
134
$397K 0.09%
5,681
-775
135
$392K 0.09%
2,807
-506
136
$383K 0.08%
3,883
+325
137
$379K 0.08%
6,009
+89
138
$371K 0.08%
11,510
139
$332K 0.07%
2,017
+115
140
$320K 0.07%
18,356
+600
141
$315K 0.07%
+6,667
142
$315K 0.07%
+3,000
143
$309K 0.07%
6,884
+192
144
$304K 0.07%
6,577
+1,000
145
$299K 0.07%
3,891
+14
146
$297K 0.07%
3,174
-600
147
$297K 0.07%
6,474
148
$295K 0.06%
+2,825
149
$290K 0.06%
1,684
-247
150
$287K 0.06%
2,296
-435
4 5
6
7 8