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CCA

Clearwater Capital Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10M
3
+$3.28M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$3.21M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.01M

Top Sells

1
+$9.46M
2
+$4.72M
3
+$2.69M
4
ARKK icon
ARK Innovation ETF
ARKK
+$2.23M
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$1.36M

Sector Composition

1 Technology 2.44%
2 Consumer Discretionary 0.58%
3 Healthcare 0.4%
4 Communication Services 0.34%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$144M 12.25%
2,803,935
+196,471
2
$78.9M 6.73%
887,226
+11,202
3
$73.4M 6.26%
1,062,921
-4,189
4
$66.3M 5.65%
1,845,982
+2,275
5
$63.1M 5.38%
2,585,770
+123,820
6
$60.9M 5.19%
1,148,036
+62,076
7
$48.6M 4.14%
1,041,795
+69,523
8
$47.4M 4.04%
1,108,039
-1,255
9
$40.2M 3.42%
806,953
+51,460
10
$34.6M 2.95%
465,635
-516
11
$32.6M 2.78%
483,564
+3,562
12
$30.6M 2.61%
321,673
+21,828
13
$27M 2.3%
353,574
-44,625
14
$24.3M 2.07%
406,028
+4,839
15
$23.8M 2.02%
901,868
+10,641
16
$17M 1.45%
608,198
+8,037
17
$16.2M 1.38%
152,217
-4,860
18
$15.6M 1.33%
450,788
+7,739
19
$15M 1.28%
196,969
-5,712
20
$14.8M 1.27%
+205,475
21
$13.5M 1.15%
52,991
-1,563
22
$13.3M 1.14%
450,132
+7,052
23
$13.1M 1.11%
130,387
-494
24
$12.9M 1.1%
363,840
+1,433
25
$12.8M 1.09%
571,935
-1,624
1
2 3 4 5