CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$2.37M
3
+$1.87M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.64M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.61M

Top Sells

1
+$34.8M
2
+$1.71M
3
+$1.51M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.08M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M

Sector Composition

1 Technology 1.7%
2 Consumer Discretionary 0.42%
3 Healthcare 0.31%
4 Financials 0.14%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-1,730
154
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-1,870
155
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-34,008
156
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-1,142,595
157
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-9,551
158
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-3,700
159
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-486
3 4 5 6
7