CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.73M
3
+$1.51M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.43M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.16M

Top Sells

1
+$5.88M
2
+$510K
3
+$422K
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$414K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$401K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.5%
3 Healthcare 0.48%
4 Energy 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$381K 0.04%
575
+3
127
$360K 0.03%
3,652
+46
128
$355K 0.03%
6,699
-30
129
$350K 0.03%
656
130
$349K 0.03%
+7,695
131
$348K 0.03%
5,248
132
$346K 0.03%
8,221
-150
133
$345K 0.03%
1,648
-90
134
$345K 0.03%
6,829
135
$344K 0.03%
4,806
-2,520
136
$340K 0.03%
10,953
-5,195
137
$338K 0.03%
3,301
138
$326K 0.03%
8,980
139
$305K 0.03%
2,384
-30
140
$299K 0.03%
6,032
-3
141
$298K 0.03%
15,000
142
$293K 0.03%
2,591
+132
143
$293K 0.03%
4,745
-1,000
144
$286K 0.03%
3,058
+100
145
$285K 0.03%
6,287
+161
146
$271K 0.03%
4,207
147
$270K 0.03%
5,428
+34
148
$261K 0.03%
11,402
149
$260K 0.03%
1,006
-18
150
$259K 0.03%
1,546
+14
4 5
6
7 8