$863 Million is the total value of Clearwater Capital Advisors, LLC's 169 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $68,617,000 | -2.8% | 1,166,158 | -1.4% | 7.95% | -3.2% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $55,589,000 | +2.1% | 1,216,386 | +2.9% | 6.44% | +1.7% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $44,983,000 | +1.5% | 897,142 | +1.5% | 5.21% | +1.1% |
| LRGF | Sell | ISHARES TRmsci usa multift | $43,035,000 | -5.7% | 1,021,239 | -4.2% | 4.99% | -6.1% |
| EBND | Buy | SPDR SER TRblombrg brc emrg | $36,659,000 | -1.0% | 1,448,964 | +3.5% | 4.25% | -1.4% |
| INTF | Buy | ISHARES TRmsci intl multft | $34,383,000 | +0.9% | 1,184,820 | +4.5% | 3.98% | +0.5% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $33,575,000 | +4.5% | 889,170 | +3.8% | 3.89% | +4.1% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $32,637,000 | +0.8% | 1,588,938 | +1.1% | 3.78% | +0.4% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $27,421,000 | +3.0% | 894,347 | +3.0% | 3.18% | +2.6% |
| SMLF | Sell | ISHARES TRmsci usa sml cp | $26,052,000 | -6.5% | 484,680 | -4.6% | 3.02% | -6.9% |
| DHS | Buy | WISDOMTREE TRus high dividend | $24,960,000 | +2.2% | 324,234 | +3.8% | 2.89% | +1.7% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $22,347,000 | -6.9% | 214,809 | -6.9% | 2.59% | -7.2% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $21,593,000 | -1.8% | 708,429 | +5.9% | 2.50% | -2.2% |
| SNSR | Buy | GLOBAL X FDSinternet of thng | $15,992,000 | +2.6% | 440,553 | +1.0% | 1.85% | +2.2% |
| EMGF | Buy | ISHARES INCmsci emerg mkt | $15,559,000 | -1.0% | 301,536 | +4.0% | 1.80% | -1.4% |
| IDV | Buy | ISHARES TRintl sel div etf | $15,345,000 | -1.1% | 504,438 | +5.3% | 1.78% | -1.5% |
| REZ | Buy | ISHARES TRresidential mult | $15,272,000 | +5.5% | 178,477 | +2.7% | 1.77% | +5.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $13,870,000 | +3.1% | 217,126 | +2.0% | 1.61% | +2.6% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $12,814,000 | -1.7% | 121,311 | -1.0% | 1.48% | -2.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $12,368,000 | -1.9% | 123,555 | +2.1% | 1.43% | -2.3% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $11,518,000 | +6.7% | 236,421 | +2.4% | 1.34% | +6.3% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $11,036,000 | +8.7% | 301,789 | +3.9% | 1.28% | +8.2% |
| ICSH | New | ISHARES TRblackrock ultra | $11,027,000 | – | 218,325 | +100.0% | 1.28% | – |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $11,006,000 | -14.3% | 147,292 | +6.1% | 1.28% | -14.7% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $10,457,000 | +5.5% | 122,819 | +3.6% | 1.21% | +5.1% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $9,788,000 | +4.1% | 332,122 | +20.0% | 1.13% | +3.7% |
| WCLD | Buy | WISDOMTREE TR | $9,349,000 | +5.7% | 162,247 | +2.5% | 1.08% | +5.1% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $9,126,000 | -0.9% | 175,775 | -0.4% | 1.06% | -1.3% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $8,790,000 | +0.4% | 114,658 | +2.5% | 1.02% | 0.0% |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $8,666,000 | -1.7% | 232,209 | +10.8% | 1.00% | -2.1% |
| AAPL | Buy | APPLE INC | $8,622,000 | +3.8% | 60,932 | +0.5% | 1.00% | +3.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $8,582,000 | +0.6% | 29,576 | -0.5% | 1.00% | +0.3% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $8,147,000 | +2.8% | 196,208 | +3.0% | 0.94% | +2.4% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $8,083,000 | -3.4% | 67,761 | -2.5% | 0.94% | -3.7% |
| ARKF | Buy | ARK ETF TRfintech innova | $8,041,000 | -2.6% | 162,906 | +6.7% | 0.93% | -3.0% |
| GCC | Buy | WISDOMTREE TRenhanced cmdty | $7,861,000 | +4.4% | 352,526 | +3.6% | 0.91% | +3.9% |
| EZM | Buy | WISDOMTREE TRus midcap fund | $7,745,000 | +3.1% | 148,910 | +3.9% | 0.90% | +2.7% |
| ARKK | Buy | ARK ETF TRinnovation etf | $6,058,000 | -11.8% | 54,806 | +4.4% | 0.70% | -12.1% |
| MUB | Sell | ISHARES TRnational mun etf | $5,853,000 | -1.9% | 50,383 | -1.0% | 0.68% | -2.3% |
| GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $4,366,000 | -22.0% | 113,865 | -4.9% | 0.51% | -22.3% |
| GIGB | Sell | GOLDMAN SACHS ETF TRaccess invt gr | $4,147,000 | -1.1% | 76,281 | -0.3% | 0.48% | -1.4% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $3,976,000 | -2.2% | 35,794 | -3.4% | 0.46% | -2.5% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $3,646,000 | -1.5% | 42,383 | -1.5% | 0.42% | -1.9% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $3,607,000 | -9.2% | 97,236 | -0.1% | 0.42% | -9.5% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $3,317,000 | -2.9% | 220,719 | -1.0% | 0.38% | -3.3% |
| IEMG | Sell | ISHARES INCcore msci emkt | $3,287,000 | -8.3% | 53,215 | -0.6% | 0.38% | -8.6% |
| GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $3,031,000 | -2.3% | 88,690 | -0.1% | 0.35% | -2.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $2,834,000 | +0.8% | 26,342 | +1.0% | 0.33% | +0.3% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,620,000 | -8.1% | 46,401 | -6.7% | 0.30% | -8.4% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $2,547,000 | -0.8% | 74,054 | -0.1% | 0.30% | -1.3% |
| HEDJ | Sell | WISDOMTREE TReurope hedged eq | $2,502,000 | -0.4% | 32,892 | -0.1% | 0.29% | -0.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $2,490,000 | -0.2% | 6,956 | -1.1% | 0.29% | -0.3% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $2,462,000 | 0.0% | 16,626 | -1.4% | 0.28% | -0.3% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,353,000 | -0.9% | 9,956 | -0.9% | 0.27% | -1.1% |
| XT | Buy | ISHARES TRexponential tech | $2,132,000 | +6.4% | 33,984 | +7.3% | 0.25% | +6.0% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $2,121,000 | -0.2% | 28,504 | -0.5% | 0.25% | -0.4% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $2,080,000 | -0.0% | 8,858 | -1.5% | 0.24% | -0.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,989,000 | -0.8% | 4,617 | -1.1% | 0.23% | -1.3% |
| MSFT | MICROSOFT CORP | $1,916,000 | +4.1% | 6,797 | 0.0% | 0.22% | +3.7% | |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $1,760,000 | -1.1% | 34,341 | 0.0% | 0.20% | -1.4% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,672,000 | -1.3% | 32,894 | -1.3% | 0.19% | -1.5% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,580,000 | -11.1% | 27,826 | -10.3% | 0.18% | -11.6% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,455,000 | +0.4% | 37,604 | +2.4% | 0.17% | 0.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,461,000 | -3.1% | 37,641 | -1.8% | 0.17% | -3.4% |
| IBRX | Buy | IMMUNITYBIO INC | $1,440,000 | +39.9% | 147,891 | +105.3% | 0.17% | +39.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,436,000 | -0.5% | 3,347 | -0.7% | 0.17% | -1.2% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $1,409,000 | -1.1% | 16,515 | -0.5% | 0.16% | -1.8% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,407,000 | -3.4% | 4,880 | -2.8% | 0.16% | -3.6% |
| DXJ | Sell | WISDOMTREE TRjapn hedge eqt | $1,399,000 | +3.5% | 22,152 | -0.1% | 0.16% | +3.2% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $1,381,000 | -5.1% | 11,757 | -4.2% | 0.16% | -5.3% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $1,315,000 | -13.9% | 20,413 | -12.2% | 0.15% | -14.6% |
| AMZN | Buy | AMAZON COM INC | $1,252,000 | +3.4% | 381 | +8.2% | 0.14% | +2.8% |
| DBJP | Sell | DBX ETF TRxtrack msci japn | $1,213,000 | +3.0% | 23,961 | -1.3% | 0.14% | +2.9% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $1,119,000 | -8.0% | 42,686 | -7.6% | 0.13% | -7.8% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,105,000 | -0.3% | 7,403 | -1.3% | 0.13% | -0.8% |
| HYD | VANECK ETF TRUSThigh yld munietf | $1,098,000 | -1.7% | 17,567 | 0.0% | 0.13% | -2.3% | |
| RPG | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $1,022,000 | +0.6% | 5,306 | -3.8% | 0.12% | 0.0% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,006,000 | -1.7% | 26,792 | -3.9% | 0.12% | -1.7% |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $994,000 | -1.3% | 15,435 | 0.0% | 0.12% | -1.7% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $921,000 | -0.5% | 15,131 | -0.4% | 0.11% | -0.9% |
| EEM | ISHARES TRmsci emg mkt etf | $906,000 | -8.6% | 17,977 | 0.0% | 0.10% | -8.7% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $903,000 | +0.2% | 14,848 | 0.0% | 0.10% | 0.0% | |
| FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $898,000 | -2.4% | 12,549 | 0.0% | 0.10% | -2.8% | |
| DES | Sell | WISDOMTREE TRus smallcap divd | $892,000 | -6.8% | 28,918 | -3.7% | 0.10% | -7.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $870,000 | -2.4% | 3,308 | -0.2% | 0.10% | -2.9% |
| DON | Sell | WISDOMTREE TRus midcap divid | $837,000 | -3.6% | 20,195 | -2.4% | 0.10% | -4.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $830,000 | -10.4% | 7,598 | -7.3% | 0.10% | -11.1% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $809,000 | -12.9% | 6,145 | -12.1% | 0.09% | -13.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $790,000 | +0.5% | 13,938 | +498.7% | 0.09% | +1.1% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $796,000 | -6.5% | 18,241 | -2.0% | 0.09% | -7.1% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $655,000 | +0.6% | 14,812 | -0.7% | 0.08% | 0.0% |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC | $637,000 | -27.5% | 40,859 | +2.0% | 0.07% | -27.5% |
| HEZU | Sell | ISHARES TRcur hd eurzn etf | $638,000 | -2.9% | 17,685 | -2.0% | 0.07% | -2.6% |
| HD | HOME DEPOT INC | $624,000 | +2.8% | 1,902 | 0.0% | 0.07% | +1.4% | |
| EES | Sell | WISDOMTREE TRus smallcap fund | $606,000 | -14.3% | 12,546 | -12.4% | 0.07% | -14.6% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $563,000 | -6.8% | 2,011 | -3.5% | 0.06% | -7.1% |
| HEWJ | Sell | ISHARES TRhdg msci japan | $558,000 | +2.6% | 13,884 | -0.9% | 0.06% | +3.2% |
| VLUE | Sell | ISHARES TRmsci usa value | $557,000 | -24.5% | 5,529 | -21.3% | 0.06% | -24.4% |
| HYMB | SPDR SER TRnuveen bbg brcly | $554,000 | -1.4% | 9,233 | 0.0% | 0.06% | -1.5% | |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $530,000 | -9.2% | 3,019 | -10.4% | 0.06% | -10.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $514,000 | -6.2% | 6,997 | -6.0% | 0.06% | -6.2% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $510,000 | -8.6% | 7,557 | -7.5% | 0.06% | -9.2% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $502,000 | -3.1% | 1,250 | -3.8% | 0.06% | -3.3% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $481,000 | -0.4% | 2,168 | 0.0% | 0.06% | 0.0% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $463,000 | -9.2% | 1,578 | -3.6% | 0.05% | -8.5% |
| MCD | MCDONALDS CORP | $453,000 | +4.4% | 1,878 | 0.0% | 0.05% | +4.0% | |
| DXJS | WISDOMTREE TRjpn scap hdg eqt | $443,000 | +4.2% | 9,762 | 0.0% | 0.05% | +4.1% | |
| DIS | Sell | DISNEY WALT CO | $442,000 | -6.9% | 2,614 | -3.3% | 0.05% | -7.3% |
| ASML | ASML HOLDING N V | $426,000 | +7.8% | 572 | 0.0% | 0.05% | +6.5% | |
| EEMV | ISHARES INCmsci emerg mrkt | $419,000 | -2.3% | 6,689 | 0.0% | 0.05% | -2.0% | |
| ACQRU | INDEPENDENCE HOLDINGS CORPunit 03/02/2026 | $417,000 | -0.2% | 41,798 | 0.0% | 0.05% | -2.0% | |
| AMGN | AMGEN INC | $390,000 | -12.8% | 1,833 | 0.0% | 0.04% | -13.5% | |
| IBB | Sell | ISHARES TRishares biotech | $387,000 | -2.0% | 2,394 | -0.8% | 0.04% | -2.2% |
| FEM | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $384,000 | -3.8% | 14,256 | 0.0% | 0.04% | -4.3% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $382,000 | -8.0% | 7,644 | +0.0% | 0.04% | -8.3% |
| IJS | ISHARES TRsp smcp600vl etf | $383,000 | -4.5% | 3,802 | 0.0% | 0.04% | -6.4% | |
| BX | Sell | BLACKSTONE INC | $363,000 | +3.7% | 3,120 | -13.3% | 0.04% | +2.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $356,000 | +13.7% | 133 | +3.9% | 0.04% | +13.9% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $348,000 | -34.7% | 2,350 | 0.0% | 0.04% | -35.5% | |
| JPM | Sell | JPMORGAN CHASE & CO | $336,000 | +4.3% | 2,054 | -0.9% | 0.04% | +5.4% |
| LEMB | Sell | ISHARES INCjp morgan em etf | $337,000 | -4.5% | 7,944 | -1.8% | 0.04% | -4.9% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $332,000 | -2.1% | 691 | 0.0% | 0.04% | -2.6% | |
| IYW | ISHARES TRu.s. tech etf | $332,000 | +1.8% | 3,279 | 0.0% | 0.04% | 0.0% | |
| GOOG | ALPHABET INCcap stk cl c | $315,000 | +6.4% | 118 | 0.0% | 0.04% | +8.8% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $322,000 | +2.2% | 5,880 | 0.0% | 0.04% | 0.0% | |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $318,000 | 0.0% | 6,540 | 0.0% | 0.04% | 0.0% | |
| KKR | Sell | KKR & CO INC | $321,000 | -20.1% | 5,280 | -22.2% | 0.04% | -21.3% |
| FISV | FISERV INC | $317,000 | +1.6% | 2,920 | 0.0% | 0.04% | +2.8% | |
| TBF | New | PROSHARES TRshrt 20+yr tre | $308,000 | – | 18,450 | +100.0% | 0.04% | – |
| DGRS | Sell | WISDOMTREE TRus s cap qty div | $307,000 | -12.3% | 6,914 | -8.1% | 0.04% | -12.2% |
| IDU | ISHARES TRu.s. utilits etf | $303,000 | +0.7% | 3,840 | 0.0% | 0.04% | 0.0% | |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $302,000 | -40.9% | 3,473 | -40.4% | 0.04% | -40.7% |
| LLY | LILLY ELI & CO | $306,000 | +0.7% | 1,325 | 0.0% | 0.04% | 0.0% | |
| PEY | Sell | INVESCO EXCHANGE TRADED FD Thig yld eq div | $298,000 | -4.5% | 15,023 | -0.7% | 0.04% | -2.8% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $303,000 | +5.9% | 3,826 | +8.4% | 0.04% | +6.1% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $302,000 | -3.2% | 4,089 | -4.7% | 0.04% | -2.8% |
| FB | FACEBOOK INCcl a | $305,000 | -2.6% | 899 | 0.0% | 0.04% | -2.8% | |
| NVDA | Buy | NVIDIA CORPORATION | $301,000 | +3.8% | 1,452 | +300.0% | 0.04% | +2.9% |
| CSCO | Sell | CISCO SYS INC | $290,000 | -2.0% | 5,336 | -4.4% | 0.03% | 0.0% |
| GPN | Buy | GLOBAL PMTS INC | $285,000 | 0.0% | 1,811 | +19.1% | 0.03% | 0.0% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $287,000 | -19.6% | 2,562 | +16.1% | 0.03% | -21.4% |
| TDOC | Buy | TELADOC HEALTH INC | $268,000 | -13.5% | 2,113 | +13.5% | 0.03% | -13.9% |
| IGIB | Sell | ISHARES TR | $267,000 | -17.3% | 4,440 | -16.9% | 0.03% | -18.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $260,000 | -3.3% | 1,098 | -3.1% | 0.03% | -3.2% |
| IMCB | ISHARES TRmrgstr md cp etf | $263,000 | -0.8% | 3,956 | 0.0% | 0.03% | -3.2% | |
| TSLA | Buy | TESLA INC | $262,000 | +26.6% | 338 | +10.8% | 0.03% | +25.0% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $246,000 | -9.9% | 1,551 | -9.0% | 0.03% | -9.4% |
| SRCL | STERICYCLE INC | $244,000 | -5.1% | 3,593 | 0.0% | 0.03% | -6.7% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $238,000 | +1.7% | 2,000 | 0.0% | 0.03% | +3.7% | |
| DVY | Sell | ISHARES TRselect divid etf | $242,000 | -3.6% | 2,111 | -2.0% | 0.03% | -3.4% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $232,000 | -4.1% | 2,277 | -4.0% | 0.03% | -3.6% |
| IYF | Sell | ISHARES TRu.s. finls etf | $231,000 | -23.0% | 2,798 | -24.4% | 0.03% | -22.9% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $231,000 | -15.1% | 9,029 | +15.9% | 0.03% | -15.6% |
| PEP | New | PEPSICO INC | $232,000 | – | 1,541 | +100.0% | 0.03% | – |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $232,000 | -12.1% | 2,242 | -10.9% | 0.03% | -12.9% |
| IWP | ISHARES TRrus md cp gr etf | $234,000 | -0.8% | 2,084 | 0.0% | 0.03% | 0.0% | |
| VTWV | VANGUARD SCOTTSDALE FDSvng rus2000val | $221,000 | -3.5% | 1,573 | 0.0% | 0.03% | -3.7% | |
| NVTA | Buy | INVITAE CORP | $222,000 | +2.8% | 7,822 | +22.3% | 0.03% | +4.0% |
| SQ | New | SQUARE INCcl a | $222,000 | – | 925 | +100.0% | 0.03% | – |
| ABT | New | ABBOTT LABS | $209,000 | – | 1,772 | +100.0% | 0.02% | – |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $207,000 | -21.3% | 3,810 | -21.0% | 0.02% | -22.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $211,000 | -1.9% | 774 | 0.0% | 0.02% | -4.0% | |
| ROKU | Buy | ROKU INC | $203,000 | -21.6% | 648 | +15.1% | 0.02% | -20.0% |
| INTC | INTEL CORP | $200,000 | -5.2% | 3,751 | 0.0% | 0.02% | -8.0% | |
| POTX | Buy | GLOBAL X FDScannabis etf | $198,000 | -13.9% | 22,170 | +32.8% | 0.02% | -14.8% |
| NNDM | Buy | NANO DIMENSION LTDsponsord ads new | $185,000 | -14.4% | 32,744 | +25.0% | 0.02% | -16.0% |
| New | SEMA4 HOLDINGS CORP | $93,000 | – | 12,224 | +100.0% | 0.01% | – | |
| RCAT | RED CAT HLDGS INC | $50,000 | +31.6% | 14,500 | 0.0% | 0.01% | +50.0% | |
| CMLF | Exit | CM LIFE SCIENCES INC | $0 | – | -10,117 | -100.0% | -0.02% | – |
| FNY | Exit | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $0 | – | -2,663 | -100.0% | -0.02% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,720 | -100.0% | -0.03% | – |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -1,245 | -100.0% | -0.03% | – |
| NVDA | Exit | NVIDIA CORPORATIONput | $0 | – | -300 | -100.0% | -0.03% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -2,838 | -100.0% | -0.03% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -2,780 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-03
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.