CCA
Clearwater Capital Advisors Portfolio holdings
AUM
$1.09B
1-Year Return
11.3%
This Quarter Return
-11.41%
1 Year Return
+11.3%
3 Year Return
+32.91%
5 Year Return
+42.31%
10 Year Return
–
AUM
$732M
AUM Growth
-$141M
(-16%)
Cap. Flow
-$36.2M
Cap. Flow
% of AUM
-4.94%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
171
New
2
Increased
44
Reduced
71
Closed
20
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$3.62M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.41M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$719K |
| 4 |
iShares International Equity Factor ETF
INTF
|
$707K |
| 5 |
Invesco QQQ Trust
QQQ
|
$656K |
Top Sells
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% |
