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
$1.03B
AUM Growth
+$82.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$32.4M
2 +$4.33M
3 +$3.75M
4
HD icon
Home Depot
HD
+$1.77M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.72M

Sector Composition

1 Technology 2.43%
2 Consumer Discretionary 0.66%
3 Healthcare 0.45%
4 Consumer Staples 0.4%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,800
177
-14,332