CCA
Clearwater Capital Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
11.3%
This Quarter Return
+0.3%
1 Year Return
+11.3%
3 Year Return
+32.91%
5 Year Return
+42.31%
10 Year Return
–
AUM
$566M
AUM Growth
+$15.4M
(+2.8%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
35.54%
Holding
185
New
3
Increased
36
Reduced
114
Closed
10
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$15.3M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$6.6M |
| 3 |
iShares US Equity Factor ETF
LRGF
|
$5.58M |
| 4 |
iShares International Equity Factor ETF
INTF
|
$5.24M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$4.28M |
Top Sells
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Consumer Discretionary | 0.3% |
| 3 | Communication Services | 0.29% |
| 4 | Industrials | 0.28% |
| 5 | Financials | 0.22% |
