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
$464M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$17M
3
+$12.6M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$8.83M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.19M

Top Sells

1
+$34.8M
2
+$24.7M
3
+$14.8M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$8.92M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.48M

Sector Composition

1 Technology 1.14%
2 Consumer Discretionary 0.31%
3 Industrials 0.23%
4 Healthcare 0.16%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
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