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
$599M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$8.11M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.82M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$4.81M

Top Sells

1
+$5.38M
2
+$3.6M
3
+$3.53M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.08M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.99M

Sector Composition

1 Technology 1.29%
2 Communication Services 0.29%
3 Industrials 0.28%
4 Consumer Discretionary 0.25%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$473K 0.08%
5,888
127
$460K 0.08%
1,909
-19
128
$450K 0.08%
13,302
-3,297
129
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4,780
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130
$433K 0.07%
4,100
-292
131
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10,059
-8,480
132
$423K 0.07%
2,926
+295
133
$423K 0.07%
2,061
-1,476
134
$422K 0.07%
5,526
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135
$399K 0.07%
2,912
-1,934
136
$396K 0.07%
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137
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4,180
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138
$378K 0.06%
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139
$375K 0.06%
964
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140
$372K 0.06%
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141
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142
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143
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3,152
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144
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8,230
-1,105
145
$364K 0.06%
6,081
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146
$360K 0.06%
18,960
-8,004
147
$347K 0.06%
7,249
-1,250
148
$344K 0.06%
5,780
-1,128
149
$342K 0.06%
20,642
-324,795
150
$341K 0.06%
1,606
-980
4 5
6
7 8