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
$456M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$1.15M
3 +$1.11M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.07M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$825K

Sector Composition

1 Technology 1.09%
2 Industrials 0.42%
3 Communication Services 0.38%
4 Financials 0.28%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,895
177
-1,512
178
-3,503
179
-1,945
180
-5,120
181
-2,523