$754 Million is the total value of Clearwater Capital Advisors, LLC's 155 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 21.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $57,003,000 | +12.4% | 1,056,389 | +3.2% | 7.56% | -5.2% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $54,142,000 | +16.3% | 1,079,171 | +16.2% | 7.18% | -1.8% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $48,886,000 | +12.1% | 1,075,847 | +8.4% | 6.49% | -5.4% |
| ICSH | New | ISHARES TRblackrock ultra | $35,454,000 | – | 701,791 | +100.0% | 4.70% | – |
| LRGF | Buy | ISHARES TRmsci usa multift | $34,559,000 | +21.1% | 917,416 | +6.8% | 4.59% | +2.3% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $33,069,000 | +21.4% | 1,081,024 | +21.3% | 4.39% | +2.5% |
| MBB | New | ISHARES TRmbs etf | $32,211,000 | – | 292,483 | +100.0% | 4.27% | – |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $28,051,000 | +17.7% | 1,389,330 | +11.7% | 3.72% | -0.7% |
| INTF | Buy | ISHARES TRmsci intl multft | $26,825,000 | +19.2% | 986,927 | +6.6% | 3.56% | +0.7% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $24,546,000 | +19.4% | 730,333 | +8.7% | 3.26% | +0.8% |
| SMLF | Buy | ISHARES TRmsci usa sml cp | $24,343,000 | +25.8% | 532,025 | +2.4% | 3.23% | +6.1% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $22,465,000 | +18.1% | 418,423 | +18.4% | 2.98% | -0.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $19,092,000 | +19.8% | 209,919 | +6.2% | 2.53% | +1.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $18,214,000 | +19.7% | 594,254 | +4.5% | 2.42% | +1.0% |
| MUB | Buy | ISHARES TRnational mun etf | $17,086,000 | +15.5% | 145,789 | +14.2% | 2.27% | -2.5% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $14,717,000 | +29.9% | 262,662 | +30.0% | 1.95% | +9.6% |
| GIGB | Buy | GOLDMAN SACHS ETF TRaccess invt gr | $13,971,000 | +28.5% | 248,415 | +26.0% | 1.85% | +8.5% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $13,830,000 | +16.2% | 435,034 | -4.3% | 1.84% | -2.0% |
| EMGF | Buy | ISHARES INCmsci emerg mkt | $12,750,000 | +23.6% | 259,518 | +10.4% | 1.69% | +4.3% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $11,332,000 | +35.9% | 127,326 | +4.3% | 1.50% | +14.7% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $11,163,000 | +68.1% | 119,702 | +14.8% | 1.48% | +41.9% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $10,776,000 | +0.1% | 299,165 | +8.9% | 1.43% | -15.5% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $8,309,000 | +45.1% | 187,231 | +13.8% | 1.10% | +22.6% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $8,152,000 | +9.5% | 75,834 | -1.2% | 1.08% | -7.6% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $8,075,000 | +26.8% | 118,441 | +3.2% | 1.07% | +7.1% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $7,987,000 | +7.9% | 31,525 | -3.1% | 1.06% | -8.9% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $7,832,000 | +26.3% | 236,361 | +6.3% | 1.04% | +6.6% |
| AAPL | Buy | APPLE INC | $7,236,000 | +15.5% | 54,530 | +0.8% | 0.96% | -2.5% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $6,969,000 | +38.0% | 96,625 | +15.7% | 0.92% | +16.5% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $6,501,000 | +32.3% | 149,576 | +4.1% | 0.86% | +11.8% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $6,281,000 | +19.6% | 166,820 | +3.3% | 0.83% | +0.8% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $3,920,000 | +6.3% | 40,564 | -7.6% | 0.52% | -10.3% |
| ITM | Sell | VANECK VECTORS ETF TRintrmdt muni etf | $3,829,000 | -0.7% | 73,592 | -2.1% | 0.51% | -16.2% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $3,821,000 | +16.4% | 100,104 | -0.0% | 0.51% | -1.7% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $3,488,000 | +3.8% | 228,540 | +0.2% | 0.46% | -12.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,358,000 | +18.1% | 54,128 | +0.5% | 0.45% | -0.2% |
| WCLD | Buy | WISDOMTREE TR | $3,298,000 | +139.5% | 61,549 | +91.0% | 0.44% | +102.8% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $3,282,000 | +9.4% | 43,367 | -1.7% | 0.44% | -7.6% |
| ARKF | Buy | ARK ETF TRfintech innova | $3,237,000 | +170.2% | 65,122 | +115.5% | 0.43% | +128.7% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $2,874,000 | +16.3% | 90,093 | +2.6% | 0.38% | -2.1% |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $2,739,000 | – | 26,843 | +100.0% | 0.36% | – |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $2,712,000 | +9.4% | 53,468 | +9.4% | 0.36% | -7.7% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,690,000 | +11.9% | 54,378 | -0.9% | 0.36% | -5.6% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,626,000 | +41.7% | 46,292 | +38.9% | 0.35% | +19.6% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $2,401,000 | +10.2% | 18,699 | -1.2% | 0.32% | -7.0% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,355,000 | +12.2% | 11,104 | -4.7% | 0.31% | -5.2% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $2,306,000 | +10.3% | 75,693 | -0.3% | 0.31% | -7.0% |
| HEDJ | Sell | WISDOMTREE TReurope hedged eq | $2,287,000 | +5.7% | 34,491 | -1.5% | 0.30% | -10.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,211,000 | +13.3% | 7,046 | +0.3% | 0.29% | -4.6% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,976,000 | +15.6% | 28,916 | -0.2% | 0.26% | -2.6% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $1,905,000 | -0.3% | 9,348 | -9.3% | 0.25% | -15.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,843,000 | +8.1% | 4,910 | -3.2% | 0.24% | -8.6% |
| DHS | Sell | WISDOMTREE TRus high dividend | $1,748,000 | +3.5% | 25,207 | -6.7% | 0.23% | -12.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,596,000 | +1.5% | 14,760 | +1.5% | 0.21% | -14.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,593,000 | +15.9% | 44,251 | +1.1% | 0.21% | -2.3% |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,520,000 | +4.9% | 39,476 | -0.7% | 0.20% | -11.4% |
| MSFT | Buy | MICROSOFT CORP | $1,449,000 | +11.3% | 6,515 | +5.2% | 0.19% | -6.3% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $1,399,000 | +16.6% | 25,462 | -1.0% | 0.19% | -1.6% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,373,000 | +8.7% | 5,415 | -9.7% | 0.18% | -8.5% |
| DTD | WISDOMTREE TRus total dividnd | $1,337,000 | +11.6% | 12,753 | 0.0% | 0.18% | -5.9% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,303,000 | +72.4% | 3,486 | +54.4% | 0.17% | +45.4% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,276,000 | +1.4% | 23,118 | -0.0% | 0.17% | -14.6% |
| DXJ | Sell | WISDOMTREE TRjapn hedge eqt | $1,252,000 | +5.8% | 23,006 | -4.7% | 0.17% | -10.8% |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $1,248,000 | – | 23,005 | +100.0% | 0.17% | – |
| FEX | FIRST TR LRGE CP CORE ALPHA | $1,235,000 | +16.2% | 16,823 | 0.0% | 0.16% | -1.8% | |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $1,232,000 | +2.2% | 47,491 | -3.1% | 0.16% | -14.2% |
| DBJP | Sell | DBX ETF TRxtrack msci japn | $1,208,000 | +11.1% | 26,390 | -1.1% | 0.16% | -6.4% |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $1,072,000 | +2.8% | 17,413 | -0.2% | 0.14% | -13.4% |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $1,051,000 | +6.9% | 18,251 | -13.6% | 0.14% | -10.3% |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,025,000 | – | 20,185 | +100.0% | 0.14% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,027,000 | +2.2% | 7,899 | -8.3% | 0.14% | -13.9% |
| ROBO | Sell | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,004,000 | +24.3% | 16,487 | -1.8% | 0.13% | +4.7% |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $996,000 | +9.7% | 6,110 | -4.7% | 0.13% | -7.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $981,000 | +29.6% | 10,672 | -1.0% | 0.13% | +9.2% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $962,000 | +9.7% | 8,279 | -2.1% | 0.13% | -7.2% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $957,000 | +18.4% | 18,516 | +1.1% | 0.13% | 0.0% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $952,000 | +25.8% | 35,804 | -0.3% | 0.13% | +5.9% |
| IGIB | Sell | ISHARES TR | $919,000 | -3.9% | 14,879 | -5.4% | 0.12% | -18.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $907,000 | +19.5% | 3,948 | -3.6% | 0.12% | +0.8% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $858,000 | +4.5% | 15,261 | -0.3% | 0.11% | -11.6% |
| AMZN | Buy | AMAZON COM INC | $847,000 | +45.3% | 260 | +40.5% | 0.11% | +21.7% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $839,000 | +6.2% | 28,468 | -13.3% | 0.11% | -10.5% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $813,000 | +12.6% | 19,771 | -3.5% | 0.11% | -5.3% |
| FYC | Sell | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $793,000 | +21.1% | 12,856 | -7.2% | 0.10% | +1.9% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $787,000 | +29.4% | 20,218 | -0.7% | 0.10% | +8.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $776,000 | -8.3% | 22,300 | -23.8% | 0.10% | -22.6% |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $743,000 | +21.0% | 10,306 | 0.0% | 0.10% | +2.1% | |
| IXN | Sell | ISHARES TRglobal tech etf | $706,000 | -23.8% | 2,354 | -33.1% | 0.09% | -35.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $647,000 | +8.2% | 4,012 | -1.2% | 0.09% | -8.5% |
| VLUE | ISHARES TRmsci usa value | $643,000 | +17.8% | 7,399 | 0.0% | 0.08% | -1.2% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $613,000 | +22.8% | 2,139 | -5.0% | 0.08% | +3.8% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $605,000 | +34.4% | 17,662 | -0.5% | 0.08% | +12.7% |
| HEZU | ISHARES TRcur hd eurzn etf | $599,000 | +12.0% | 19,210 | 0.0% | 0.08% | -6.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $590,000 | +24.7% | 2,203 | 0.0% | 0.08% | +5.4% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $572,000 | +10.0% | 8,425 | +3.2% | 0.08% | -7.3% |
| HYMB | SPDR SER TRnuveen bbg brcly | $545,000 | +3.8% | 9,233 | 0.0% | 0.07% | -13.3% | |
| HEWJ | ISHARES TRhdg msci japan | $546,000 | +12.3% | 15,212 | 0.0% | 0.07% | -5.3% | |
| IBB | ISHARES TRnasdaq biotech | $518,000 | +11.9% | 3,418 | 0.0% | 0.07% | -5.5% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $488,000 | +14.0% | 8,205 | 0.0% | 0.06% | -3.0% | |
| DIS | Buy | DISNEY WALT CO | $488,000 | +50.2% | 2,696 | +3.1% | 0.06% | +27.5% |
| HD | HOME DEPOT INC | $489,000 | -4.5% | 1,842 | 0.0% | 0.06% | -18.8% | |
| QQQ | New | INVESCO QQQ TRput | $471,000 | – | 1,500 | +100.0% | 0.06% | – |
| DXJS | Sell | WISDOMTREE TRjpn scap hdg eqt | $469,000 | +0.4% | 11,737 | -1.1% | 0.06% | -15.1% |
| DGRS | Sell | WISDOMTREE TRus s cap qty div | $469,000 | +22.8% | 11,858 | -4.7% | 0.06% | +3.3% |
| NK | New | NANTKWEST INC | $454,000 | – | 34,055 | +100.0% | 0.06% | – |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $419,000 | +10.0% | 6,853 | -0.7% | 0.06% | -6.7% |
| AMGN | Buy | AMGEN INC | $422,000 | -9.4% | 1,834 | +0.1% | 0.06% | -23.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $422,000 | +24.1% | 1,815 | +57.1% | 0.06% | +5.7% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $416,000 | +26.8% | 2,753 | -1.7% | 0.06% | +5.8% |
| XT | New | ISHARES TRexponential tech | $409,000 | – | 7,138 | +100.0% | 0.05% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $383,000 | +35.3% | 7,644 | +16.8% | 0.05% | +15.9% |
| FEM | Sell | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $382,000 | +7.9% | 15,097 | -7.7% | 0.05% | -8.9% |
| MCD | Buy | MCDONALDS CORP | $382,000 | -1.8% | 1,779 | +0.5% | 0.05% | -16.4% |
| IDU | Buy | ISHARES TRu.s. utilits etf | $356,000 | +6.3% | 4,590 | +100.0% | 0.05% | -11.3% |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $344,000 | +0.6% | 4,131 | 0.0% | 0.05% | -14.8% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $323,000 | +13.3% | 914 | 0.0% | 0.04% | -4.4% | |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $310,000 | -13.2% | 3,815 | +31.0% | 0.04% | -26.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $309,000 | +50.0% | 1,587 | +30.9% | 0.04% | +28.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $303,000 | +7.8% | 4,752 | +290.1% | 0.04% | -9.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $305,000 | +10.5% | 4,218 | +266.1% | 0.04% | -7.0% |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $297,000 | +16.9% | 6,390 | 0.0% | 0.04% | -2.5% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $284,000 | +21.4% | 16,316 | 0.0% | 0.04% | +2.7% | |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $287,000 | +1.1% | 6,805 | -7.4% | 0.04% | -15.6% |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $290,000 | – | 691 | +100.0% | 0.04% | – |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $287,000 | +28.7% | 2,516 | +98.9% | 0.04% | +8.6% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $285,000 | +16.8% | 2,142 | 0.0% | 0.04% | 0.0% | |
| FISV | New | FISERV INC | $290,000 | – | 2,543 | +100.0% | 0.04% | – |
| IYW | Buy | ISHARES TRu.s. tech etf | $279,000 | -29.0% | 3,279 | +151.5% | 0.04% | -40.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $282,000 | +8.0% | 2,220 | -18.3% | 0.04% | -9.8% |
| ASML | ASML HOLDING N V | $279,000 | +32.2% | 572 | 0.0% | 0.04% | +12.1% | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $263,000 | +2.7% | 2,566 | +73.6% | 0.04% | -12.5% |
| VO | VANGUARD INDEX FDSmid cap etf | $260,000 | +17.1% | 1,258 | 0.0% | 0.04% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $257,000 | +13.2% | 2,808 | 0.0% | 0.03% | -5.6% | |
| IYF | Buy | ISHARES TRu.s. finls etf | $255,000 | +15.4% | 3,824 | +96.5% | 0.03% | -2.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $253,000 | -18.1% | 2,602 | -19.4% | 0.03% | -30.6% |
| FB | Buy | FACEBOOK INCcl a | $246,000 | +20.0% | 899 | +14.7% | 0.03% | +3.1% |
| IMCB | ISHARES TRmrgstr md cp etf | $246,000 | +17.1% | 1,050 | 0.0% | 0.03% | 0.0% | |
| CSCO | Buy | CISCO SYS INC | $250,000 | +13.6% | 5,587 | +0.1% | 0.03% | -5.7% |
| SRCL | Sell | STERICYCLE INC | $249,000 | +6.9% | 3,593 | -2.6% | 0.03% | -10.8% |
| EUSC | WISDOMTREE TReur hdg smlcap | $243,000 | +13.0% | 7,901 | 0.0% | 0.03% | -5.9% | |
| TDOC | New | TELADOC HEALTH INC | $236,000 | – | 1,179 | +100.0% | 0.03% | – |
| DVY | New | ISHARES TRselect divid etf | $229,000 | – | 2,378 | +100.0% | 0.03% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $224,000 | – | 600 | +100.0% | 0.03% | – |
| LLY | New | LILLY ELI & CO | $224,000 | – | 1,325 | +100.0% | 0.03% | – |
| AGG | New | ISHARES TRcore us aggbd et | $215,000 | – | 1,821 | +100.0% | 0.03% | – |
| FXH | New | FIRST TR EXCHANGE TRADED FDhlth care alph | $221,000 | – | 2,050 | +100.0% | 0.03% | – |
| VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $208,000 | – | 1,800 | +100.0% | 0.03% | – |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $206,000 | -44.6% | 2,826 | -55.5% | 0.03% | -53.4% |
| FNY | New | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $201,000 | – | 3,069 | +100.0% | 0.03% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $207,000 | – | 118 | +100.0% | 0.03% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $206,000 | – | 1,348 | +100.0% | 0.03% | – |
| NNDM | Buy | NANO DIMENSION LTDsponsord ads new | $177,000 | +405.7% | 19,426 | +59.2% | 0.02% | +283.3% |
| POTX | New | GLOBAL X FDScannabis etf | $129,000 | – | 13,000 | +100.0% | 0.02% | – |
| AUTO | New | AUTOWEB INC | $64,000 | – | 26,000 | +100.0% | 0.01% | – |
| XAN | Exit | EXANTAS CAP CORP | $0 | – | -30,300 | -100.0% | -0.01% | – |
| INTC | Exit | INTEL CORP | $0 | – | -4,001 | -100.0% | -0.03% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -2,799 | -100.0% | -0.04% | – |
| AMZN | Exit | AMAZON COM INCput | $0 | – | -100 | -100.0% | -0.05% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -907 | -100.0% | -0.06% | – |
| HDS | Exit | HD SUPPLY HLDGS INC | $0 | – | -25,925 | -100.0% | -0.17% | – |
| USFR | Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -1,139,820 | -100.0% | -4.50% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -311,404 | -100.0% | -5.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TRUST LRGCP GWT ALPHAD | 30 | Q3 2023 | 5.4% |
| X TRACKERS | 30 | Q3 2023 | 4.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 4.4% |
| WISDOMTREE TRUST | 30 | Q3 2023 | 4.8% |
| SCHWAB US | 30 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 30 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 30 | Q3 2023 | 2.8% |
| ISHARES TR | 30 | Q3 2023 | 2.4% |
| FIRST TRUST | 30 | Q3 2023 | 3.3% |
| WISDOMTREE U S | 30 | Q3 2023 | 3.3% |
View Clearwater Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-03 |
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.