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
$944M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$2.16M
3
+$1.53M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.16M
5
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$876K

Top Sells

1
+$39.6M
2
+$2.38M
3
+$1.31M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$871K
5
SPDW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.03%
11,963
-894
127
$301K 0.03%
1,754
+16
128
$297K 0.03%
15,000
129
$287K 0.03%
2,895
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130
$278K 0.03%
3,156
-55
131
$276K 0.03%
5,810
-1,271
132
$275K 0.03%
11,482
133
$274K 0.03%
2,211
+1
134
$273K 0.03%
1,800
135
$272K 0.03%
+1,490
136
$271K 0.03%
+1,643
137
$263K 0.03%
3,131
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138
$256K 0.03%
3,646
139
$253K 0.03%
2,464
140
$251K 0.03%
1,038
+101
141
$246K 0.03%
3,838
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142
$246K 0.03%
7,410
143
$246K 0.03%
+1,530
144
$238K 0.03%
908
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145
$235K 0.02%
11,966
146
$227K 0.02%
1,914
+255
147
$224K 0.02%
9,824
-364
148
$220K 0.02%
+1,384
149
$219K 0.02%
5,322
150
$210K 0.02%
1,599
-300
3 4 5
6
7