CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 11.76%
This Quarter Est. Return
1 Year Est. Return
+11.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.73M
3
+$1.51M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.43M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.16M

Top Sells

1
+$5.88M
2
+$510K
3
+$422K
4
AVLC icon
Avantis US Large Cap Equity ETF
AVLC
+$414K
5
AGG icon
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
– –
-9,061
177
– –
-668
178
– –
-1,454
4 5 6 7
8