CCA
Clearwater Capital Advisors Portfolio holdings
AUM
$1.09B
1-Year Est. Return
11.3%
1 Year Est. Return
+11.3%
AUM
$1.03B
AUM Growth
+$12.7M
(+1.2%)
Holding
178
Top Buys
| 1 | +$3.16M | |
| 2 | +$2.73M | |
| 3 | +$1.51M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$1.43M |
| 5 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$1.16M |
Top Sells
| 1 | +$5.88M | |
| 2 | +$510K | |
| 3 | +$422K | |
| 4 |
Avantis US Large Cap Equity ETF
AVLC
|
+$414K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$401K |
Sector Composition
| 1 | Technology | 2.1% |
| 2 | Consumer Discretionary | 0.5% |
| 3 | Healthcare | 0.48% |
| 4 | Energy | 0.37% |
| 5 | Consumer Staples | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Schwab US Aggregate Bond ETF
SCHZ
$9.06B
| – | – |
-9,061
|
|
||
177
Visa
V
$674B
| – | – |
-668
|
|
||
178
Health Care Select Sector SPDR Fund
XLV
$36B
| – | – |
-1,454
|
|