CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 15.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$3.36M
3
+$3.16M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.87M
5
MBB icon
iShares MBS ETF
MBB
+$2.34M

Top Sells

1
+$2.62M
2
+$2.43M
3
+$2.19M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.49M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$1.47M

Sector Composition

1 Technology 2.49%
2 Consumer Discretionary 0.69%
3 Healthcare 0.45%
4 Consumer Staples 0.35%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,180
177
– –
-8,000
178
– –
-9,140
179
– –
-6,324
180
– –
-1,833
181
– –
-2,736
4 5 6 7
8