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
$365M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$6.74M
3
+$3.82M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.37M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$3.03M

Top Sells

1
+$645K
2
+$643K
3
+$469K
4
DHS icon
WisdomTree US High Dividend Fund
DHS
+$441K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$422K

Sector Composition

1 Technology 1.12%
2 Industrials 0.55%
3 Communication Services 0.47%
4 Healthcare 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$233K 0.06%
2,818
-590
152
$226K 0.06%
+4,440
153
$225K 0.06%
8,960
154
$218K 0.06%
7,562
-14,390
155
$215K 0.06%
6,080
156
$210K 0.06%
+5,788
157
$206K 0.06%
+1,582
158
$206K 0.06%
7,649
-493
159
$204K 0.06%
6,659
160
$200K 0.05%
+3,300
161
– –
-7,104
162
– –
-19,154
3 4 5 6
7