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
$1.03B
AUM Growth
+$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$4.33M
3
+$3.75M
4
HD icon
Home Depot
HD
+$1.77M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.72M

Top Sells

1
+$27.2M
2
+$1.46M
3
+$734K
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$604K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$544K

Sector Composition

1 Technology 2.43%
2 Consumer Discretionary 0.66%
3 Healthcare 0.45%
4 Consumer Staples 0.4%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$402K 0.04%
2,134
+750
127
$374K 0.04%
2,441
+230
128
$374K 0.04%
656
129
$354K 0.03%
1,795
+41
130
$353K 0.03%
5,248
131
$351K 0.03%
2,414
+70
132
$348K 0.03%
6,880
-30
133
$334K 0.03%
1,937
+407
134
$318K 0.03%
8,980
-5,150
135
$304K 0.03%
5,721
-89
136
$300K 0.03%
15,000
137
$299K 0.03%
+10,348
138
$298K 0.03%
2,971
-339
139
$297K 0.03%
4,207
-1,220
140
$293K 0.03%
6,126
-2,765
141
$290K 0.03%
3,156
142
$286K 0.03%
3,131
143
$284K 0.03%
+5,572
144
$284K 0.03%
+6,324
145
$277K 0.03%
3,646
146
$275K 0.03%
11,482
147
$274K 0.03%
1,386
-104
148
$274K 0.03%
1,038
149
$271K 0.03%
+2,126
150
$262K 0.03%
11,966
4 5
6
7 8