$800 Million is the total value of Clearwater Capital Advisors, LLC's 161 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AUTO | Exit | AUTOWEB INC | $0 | – | -26,000 | -100.0% | -0.01% | – |
| FNY | Exit | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $0 | – | -3,069 | -100.0% | -0.03% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -1,821 | -100.0% | -0.03% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -600 | -100.0% | -0.03% | – |
| EUSC | Exit | WISDOMTREE TReur hdg smlcap | $0 | – | -7,901 | -100.0% | -0.03% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,602 | -100.0% | -0.03% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -4,131 | -100.0% | -0.05% | – |
| NK | Exit | NANTKWEST INC | $0 | – | -34,055 | -100.0% | -0.06% | – |
| QQQ | Exit | INVESCO QQQ TRput | $0 | – | -1,500 | -100.0% | -0.06% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -20,185 | -100.0% | -0.14% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -23,118 | -100.0% | -0.17% | – |
| ICSH | Exit | ISHARES TRblackrock ultra | $0 | – | -701,791 | -100.0% | -4.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-21
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.