CCA
Clearwater Capital Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
11.3%
This Quarter Return
+0.54%
1 Year Return
+11.3%
3 Year Return
+32.91%
5 Year Return
+42.31%
10 Year Return
–
AUM
$944M
AUM Growth
+$6.48M
(+0.69%)
Cap. Flow
+$3.7M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
58.82%
Holding
162
New
4
Increased
46
Reduced
76
Closed
5
Top Buys
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$39.6M |
| 2 |
ARK Innovation ETF
ARKK
|
$2.38M |
| 3 |
iShares US Equity Factor ETF
LRGF
|
$1.31M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$871K |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$564K |
Sector Composition
| 1 | Technology | 1.88% |
| 2 | Healthcare | 0.52% |
| 3 | Consumer Discretionary | 0.37% |
| 4 | Communication Services | 0.25% |
| 5 | Financials | 0.17% |
