$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
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 | 2024-05-09 |
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.