$907 Million is the total value of Clearwater Capital Advisors, LLC's 170 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMLC | New | VANECK ETF TRUSTjp mrgan em loc | $3,599,000 | – | 125,853 | +100.0% | 0.40% | – |
| DWX | New | SPDR INDEX SHS FDSs&p intl etf | $1,445,000 | – | 37,170 | +100.0% | 0.16% | – |
| RING | New | ISHARES INCmsci gbl gold mn | $702,000 | – | 26,037 | +100.0% | 0.08% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $288,000 | – | 1,800 | +100.0% | 0.03% | – |
| PFE | New | PFIZER INC | $252,000 | – | 4,270 | +100.0% | 0.03% | – |
| PSTG | New | PURE STORAGE INCcl a | $200,000 | – | 6,135 | +100.0% | 0.02% | – |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $201,000 | – | 2,213 | +100.0% | 0.02% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $150,000 | – | 13,506 | +100.0% | 0.02% | – |
| MCRB | New | SERES THERAPEUTICS INC | $93,000 | – | 11,164 | +100.0% | 0.01% | – |
| CGEN | New | COMPUGEN LTDord | $59,000 | – | 13,776 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
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.