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
$753M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$32.2M
3
+$7.55M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$5.82M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.78M

Top Sells

1
+$34.5M
2
+$28.6M
3
+$1.07M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$617K
5
IXN icon
iShares Global Tech ETF
IXN
+$349K

Sector Composition

1 Technology 1.29%
2 Consumer Discretionary 0.28%
3 Healthcare 0.2%
4 Communication Services 0.13%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.04%
16,316
127
$282K 0.04%
2,220
-496
128
$279K 0.04%
572
129
$279K 0.04%
3,279
-1,937
130
$263K 0.03%
2,566
-390
131
$260K 0.03%
1,258
132
$257K 0.03%
2,808
133
$255K 0.03%
3,824
-68
134
$253K 0.03%
2,602
-625
135
$250K 0.03%
5,587
+8
136
$249K 0.03%
3,593
-95
137
$246K 0.03%
4,200
138
$246K 0.03%
899
+115
139
$243K 0.03%
7,901
140
$236K 0.03%
+1,179
141
$229K 0.03%
+2,378
142
$224K 0.03%
+1,325
143
$221K 0.03%
+2,050
144
$215K 0.03%
+1,821
145
$208K 0.03%
+1,800
146
$207K 0.03%
+2,360
147
$206K 0.03%
+1,348
148
$206K 0.03%
2,826
-3,529
149
$201K 0.03%
+3,069
150
$177K 0.02%
19,426
+7,226
3 4 5
6
7