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
$483M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.67M
3
+$1.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.53M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.22M

Top Sells

1
+$1.84M
2
+$1.82M
3
+$1.18M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
PVI icon
Invesco Floating Rate Municipal Income ETF
PVI
+$780K

Sector Composition

1 Technology 1.3%
2 Industrials 0.66%
3 Financials 0.65%
4 Communication Services 0.46%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$210K 0.04%
4,392
-451
177
$206K 0.04%
856
+11
178
$204K 0.04%
6,146
-507
179
$202K 0.04%
16,668
180
$198K 0.04%
+2,913
181
$195K 0.04%
+2,055
182
$190K 0.04%
+6,297
183
$189K 0.04%
+3,660
184
$187K 0.04%
3,004
185
$186K 0.04%
+1,380
186
$185K 0.04%
+2,446
187
$182K 0.04%
2,005
-224
188
$169K 0.03%
+8,325
189
$164K 0.03%
+499
190
$164K 0.03%
+2,512
191
$158K 0.03%
+1,874
192
$158K 0.03%
+535
193
$156K 0.03%
+4,631
194
$154K 0.03%
+1,409
195
$154K 0.03%
+1,946
196
$154K 0.03%
+910
197
$153K 0.03%
+1,190
198
$153K 0.03%
+2,960
199
$148K 0.03%
+1,668
200
$148K 0.03%
+1,354
6 7
8
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