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
$483M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.67M
3
+$1.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.53M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.22M

Top Sells

1
+$1.84M
2
+$1.82M
3
+$1.18M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
PVI icon
Invesco Floating Rate Municipal Income ETF
PVI
+$780K

Sector Composition

1 Technology 1.3%
2 Industrials 0.66%
3 Financials 0.65%
4 Communication Services 0.46%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$147K 0.03%
+2,422
202
$144K 0.03%
+949
203
$143K 0.03%
+2,115
204
$140K 0.03%
+1,860
205
$140K 0.03%
1,565
-1,260
206
$139K 0.03%
+7,446
207
$139K 0.03%
+1,273
208
$135K 0.03%
+2,973
209
$134K 0.03%
+2,600
210
$134K 0.03%
+2,927
211
$134K 0.03%
+7,600
212
$129K 0.03%
+2,400
213
$128K 0.03%
+926
214
$128K 0.03%
+1,284
215
$126K 0.03%
+826
216
$122K 0.03%
+1,283
217
$122K 0.03%
+1,633
218
$120K 0.02%
+2,497
219
$119K 0.02%
+987
220
$118K 0.02%
+2,700
221
$118K 0.02%
+2,677
222
$117K 0.02%
+745
223
$114K 0.02%
+572
224
$113K 0.02%
+2,979
225
$112K 0.02%
+1,046
7 8
9
10 11