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CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.85M
3
+$8.96M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.63M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$4.36M

Top Sells

1
+$8.71M
2
+$7.56M
3
+$4.79M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$2.2M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.84M

Sector Composition

1 Technology 2.09%
2 Healthcare 0.67%
3 Consumer Discretionary 0.4%
4 Financials 0.33%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
151
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$266K 0.02%
2,642
-821
SPGP icon
152
Invesco S&P 500 GARP ETF
SPGP
$2.12B
$265K 0.02%
2,464
ROBO icon
153
ROBO Global Robotics & Automation Index ETF
ROBO
$1.84B
$255K 0.02%
3,733
-85
EXC icon
154
Exelon
EXC
$46.7B
$254K 0.02%
5,180
SSO icon
155
ProShares Ultra S&P500
SSO
$7.84B
$253K 0.02%
+4,878
ARTY
156
iShares Future AI & Tech ETF
ARTY
$3.46B
$253K 0.02%
5,435
EVRG icon
157
Evergy
EVRG
$19.1B
$252K 0.02%
3,074
SMH icon
158
VanEck Semiconductor ETF
SMH
$65.2B
$241K 0.02%
+629
IWO icon
159
iShares Russell 2000 Growth ETF
IWO
$14.1B
$241K 0.02%
767
-9
PEY icon
160
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.08B
$226K 0.02%
10,572
-139
AMD icon
161
Advanced Micro Devices
AMD
$738B
$226K 0.02%
+1,110
WTAI icon
162
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$589M
$223K 0.02%
7,914
-101
WTFC icon
163
Wintrust Financial
WTFC
$10.4B
$222K 0.02%
1,596
+109
VIG icon
164
Vanguard Dividend Appreciation ETF
VIG
$107B
$220K 0.02%
1,021
+50
FXH icon
165
First Trust Health Care AlphaDEX Fund
FXH
$887M
$220K 0.02%
2,000
EPD icon
166
Enterprise Products Partners
EPD
$81.9B
$219K 0.02%
5,800
-503
P
167
Everpure Inc
P
$22.1B
$217K 0.02%
3,671
XOM icon
168
Exxon Mobil
XOM
$624B
$216K 0.02%
+1,271
MS icon
169
Morgan Stanley
MS
$326B
$215K 0.02%
+1,305
PSX icon
170
Phillips 66
PSX
$72.9B
$214K 0.02%
+1,174
DLS icon
171
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$212K 0.02%
2,600
CRWD icon
172
CrowdStrike
CRWD
$165B
$212K 0.02%
+542
VEA icon
173
Vanguard FTSE Developed Markets ETF
VEA
$221B
$204K 0.02%
3,181
-22
IEFA icon
174
iShares Core MSCI EAFE ETF
IEFA
$180B
$202K 0.02%
+2,235
PRF icon
175
Invesco FTSE RAFI US 1000 ETF
PRF
$9.44B
$201K 0.02%
+4,223
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