CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.73M
3
+$1.51M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.43M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.16M

Top Sells

1
+$5.88M
2
+$510K
3
+$422K
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$414K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$401K

Sector Composition

1 Technology 2.1%
2 Consumer Discretionary 0.5%
3 Healthcare 0.48%
4 Energy 0.37%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$257K 0.02%
11,966
152
$255K 0.02%
3,446
153
$253K 0.02%
3,036
154
$247K 0.02%
1,914
155
$246K 0.02%
2,464
156
$239K 0.02%
+5,180
157
$237K 0.02%
929
+21
158
$212K 0.02%
2,122
159
$212K 0.02%
+3,074
160
$211K 0.02%
3,422
-3,552
161
$210K 0.02%
4,306
162
$209K 0.02%
3,584
163
$207K 0.02%
2,000
164
$206K 0.02%
1,060
165
$205K 0.02%
6,528
-467
166
$200K 0.02%
+878
167
$146K 0.01%
11,152
+539
168
$73.5K 0.01%
12,500
169
$39.8K ﹤0.01%
25,019
-2,120
170
– –
-6,124
171
– –
-1,096
172
– –
-4,579
173
– –
-10,238
174
– –
-3,838
175
– –
-3,818
4 5 6
7
8