$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 2024-05-09 |
| 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 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-26 |
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.