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
$732M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.41M
3
+$719K
4
INTF icon
iShares International Equity Factor ETF
INTF
+$707K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$656K

Top Sells

1
+$3.51M
2
+$3.29M
3
+$2.91M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.84M
5
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$2.42M

Sector Composition

1 Technology 1.49%
2 Healthcare 0.31%
3 Consumer Discretionary 0.27%
4 Communication Services 0.13%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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