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
$872M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.73%
2 Consumer Discretionary 0.43%
3 Healthcare 0.29%
4 Communication Services 0.15%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,178
177
-217,413
178
-2,213