$286 Million is the total value of Clearwater Capital Advisors, LLC's 139 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLRE | New | SELECT SECTOR | $365,000 | – | 11,532 | +100.0% | 0.13% | – |
| GEM | New | GOLDMAN SACHS | $338,000 | – | 11,910 | +100.0% | 0.12% | – |
| T | New | AT&T INC | $325,000 | – | 8,138 | +100.0% | 0.11% | – |
| HD | New | HOME DEPOT | $320,000 | – | 2,496 | +100.0% | 0.11% | – |
| BABA | New | ALIBABA GROUP | $234,000 | – | 2,221 | +100.0% | 0.08% | – |
| IYR | New | ISHARES U S | $228,000 | – | 2,926 | +100.0% | 0.08% | – |
| FNK | New | FIRST TRUST | $216,000 | – | 7,335 | +100.0% | 0.08% | – |
| PXSG | New | POWERSHARES RUSSELL | $211,000 | – | 8,142 | +100.0% | 0.07% | – |
| FXH | New | FIRST TRUST | $211,000 | – | 3,516 | +100.0% | 0.07% | – |
| RZG | New | RYDEX GUGGENHEIM | $210,000 | – | 2,381 | +100.0% | 0.07% | – |
| FMB | New | FIRST TRUST | $208,000 | – | 3,861 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TRUST LRGCP GWT ALPHAD | 33 | Q2 2024 | 5.4% |
| SCHWAB US | 33 | Q2 2024 | 5.2% |
| WISDOMTREE U S | 33 | Q2 2024 | 4.4% |
| X TRACKERS | 33 | Q2 2024 | 4.3% |
| WISDOMTREE TRUST | 33 | Q2 2024 | 4.8% |
| SCHWAB STRATEGIC TR | 33 | Q2 2024 | 2.8% |
| VANGUARD INDEX FDS | 33 | Q2 2024 | 3.2% |
| ISHARES TR | 33 | Q2 2024 | 2.4% |
| FIRST TRUST | 33 | Q2 2024 | 3.3% |
| WISDOMTREE U S | 33 | Q2 2024 | 3.3% |
View Clearwater Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-21 |
View Clearwater Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.