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
$767M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$34.4M
3
+$19.5M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$10.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.72M

Top Sells

1
+$27M
2
+$24.1M
3
+$18.5M
4
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$12.3M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$6.39M

Sector Composition

1 Technology 1.49%
2 Consumer Discretionary 0.32%
3 Healthcare 0.32%
4 Financials 0.14%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$288K 0.04%
6,538
127
$281K 0.04%
910
+63
128
$280K 0.04%
2,770
129
$280K 0.04%
13,519
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130
$274K 0.04%
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+1
131
$266K 0.03%
3,215
132
$261K 0.03%
3,826
133
$252K 0.03%
1,173
-294
134
$251K 0.03%
2,842
-140
135
$249K 0.03%
11,822
136
$245K 0.03%
1,991
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137
$244K 0.03%
2,804
-308
138
$239K 0.03%
4,087
+158
139
$236K 0.03%
2,660
140
$229K 0.03%
3,896
141
$227K 0.03%
5,651
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142
$227K 0.03%
1,114
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143
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+1,685
144
$224K 0.03%
+5,180
145
$217K 0.03%
+2,000
146
$211K 0.03%
+1,800
147
$210K 0.03%
+2,122
148
$209K 0.03%
+4,821
149
$208K 0.03%
+6,700
150
$204K 0.03%
+4,116
3 4 5
6
7