CCA
Clearwater Capital Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
11.3%
This Quarter Return
-12.12%
1 Year Return
+11.3%
3 Year Return
+32.91%
5 Year Return
+42.31%
10 Year Return
–
AUM
$455M
AUM Growth
-$56.4M
(-11%)
Cap. Flow
+$8.55M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
29.5%
Holding
198
New
11
Increased
65
Reduced
98
Closed
9
Top Buys
Top Sells
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$3.42M |
| 2 |
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
|
+$2.1M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$2.05M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$1.99M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$1.83M |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Consumer Discretionary | 0.34% |
| 3 | Industrials | 0.33% |
| 4 | Financials | 0.32% |
| 5 | Healthcare | 0.32% |
