$732 Million is the total value of Clearwater Capital Advisors, LLC's 152 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $64,580,000 | -13.8% | 1,126,857 | -4.2% | 8.82% | +2.8% |
| NEAR | Sell | ISHARES U S ETF TRblackrock st mat | $59,327,000 | -3.7% | 1,204,365 | -3.1% | 8.11% | +14.8% |
| LRGF | Sell | ISHARES TRu s equity factr | $38,764,000 | -18.4% | 1,022,792 | -4.2% | 5.30% | -2.7% |
| INTF | Buy | ISHARES TRintl eqty factor | $37,484,000 | -13.3% | 1,593,033 | +1.9% | 5.12% | +3.3% |
| FLRN | Sell | SPDR SER TRbloomberg invt | $32,704,000 | -6.3% | 1,086,150 | -5.1% | 4.47% | +11.8% |
| DBEF | Sell | DBX ETF TRxtrack msci eafe | $29,870,000 | -13.2% | 858,094 | -6.0% | 4.08% | +3.4% |
| ICSH | Sell | ISHARES TRblackrock ultra | $29,641,000 | -10.2% | 592,346 | -10.0% | 4.05% | +7.1% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $25,542,000 | -14.5% | 1,482,415 | -5.6% | 3.49% | +1.9% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $23,925,000 | -8.0% | 235,873 | -4.8% | 3.27% | +9.7% |
| DHS | Sell | WISDOMTREE TRus high dividend | $23,043,000 | -18.9% | 280,016 | -13.2% | 3.15% | -3.3% |
| SMLF | Sell | ISHARES TRmsci usa sml cp | $21,516,000 | -19.2% | 458,857 | -6.0% | 2.94% | -3.7% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $19,022,000 | -21.6% | 425,925 | -5.5% | 2.60% | -6.5% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $16,641,000 | -22.2% | 655,658 | -14.9% | 2.27% | -7.3% |
| IGSB | Sell | ISHARES TR | $13,287,000 | -6.3% | 262,840 | -4.2% | 1.82% | +11.7% |
| REZ | Sell | ISHARES TRresidential mult | $13,176,000 | -21.0% | 164,723 | -5.3% | 1.80% | -5.8% |
| EMGF | Sell | ISHARES INCmsci emerg mkt | $13,120,000 | -14.5% | 305,691 | -3.6% | 1.79% | +1.9% |
| GCC | Sell | WISDOMTREE TRenhncd cmmdty st | $12,987,000 | -21.7% | 553,590 | -15.7% | 1.78% | -6.7% |
| IDV | Sell | ISHARES TRintl sel div etf | $12,278,000 | -19.1% | 452,062 | -5.5% | 1.68% | -3.6% |
| SNSR | Sell | GLOBAL X FDSinternet of thng | $11,157,000 | -25.2% | 433,793 | -3.3% | 1.52% | -10.8% |
| GDX | Sell | VANECK ETF TRUSTgold miners etf | $9,981,000 | -33.7% | 364,533 | -7.1% | 1.36% | -21.0% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $9,941,000 | -13.9% | 346,630 | -1.9% | 1.36% | +2.6% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $9,819,000 | -20.1% | 251,828 | -3.0% | 1.34% | -4.8% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $9,184,000 | -28.5% | 228,232 | -5.7% | 1.26% | -14.8% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $8,592,000 | -19.7% | 119,347 | -6.0% | 1.17% | -4.3% |
| AAPL | Sell | APPLE INC | $7,725,000 | -27.1% | 56,501 | -6.9% | 1.06% | -13.0% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $7,386,000 | -10.3% | 165,189 | -4.0% | 1.01% | +6.9% |
| BOTZ | Buy | GLOBAL X FDSrbtcs artfl inte | $7,264,000 | -25.5% | 357,479 | +6.3% | 0.99% | -11.2% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $7,244,000 | -21.0% | 115,471 | -4.5% | 0.99% | -5.8% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $7,093,000 | -14.0% | 120,011 | -4.4% | 0.97% | +2.4% |
| ARKK | Buy | ARK ETF TRinnovation etf | $7,000,000 | +24.5% | 175,519 | +106.9% | 0.96% | +48.4% |
| EZM | Sell | WISDOMTREE TRus midcap fund | $6,668,000 | -20.0% | 145,055 | -4.8% | 0.91% | -4.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,354,000 | -23.0% | 28,506 | -0.6% | 0.87% | -8.2% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $6,125,000 | -21.4% | 196,128 | -4.5% | 0.84% | -6.3% |
| WCLD | Buy | WISDOMTREE TR | $5,922,000 | -25.9% | 211,267 | +8.1% | 0.81% | -11.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $5,350,000 | +60.7% | 109,059 | +81.9% | 0.73% | +91.4% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $5,278,000 | -43.8% | 167,614 | -18.1% | 0.72% | -33.1% |
| MUB | Sell | ISHARES TRnational mun etf | $4,912,000 | -4.5% | 46,182 | -1.6% | 0.67% | +13.7% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $4,423,000 | +2.5% | 42,253 | +2.4% | 0.60% | +22.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $4,300,000 | -30.4% | 43,387 | -29.7% | 0.59% | -16.9% |
| ARKF | Sell | ARK ETF TRfintech innova | $3,300,000 | -52.5% | 213,045 | -10.9% | 0.45% | -43.3% |
| GIGB | Sell | GOLDMAN SACHS ETF TRaccess invt gr | $3,242,000 | -14.2% | 70,406 | -7.2% | 0.44% | +2.3% |
| GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $3,166,000 | -17.6% | 113,990 | -2.9% | 0.43% | -1.6% |
| GSLC | GOLDMAN SACHS ETF TRactivebeta us lg | $3,127,000 | -15.8% | 41,721 | 0.0% | 0.43% | +0.2% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,978,000 | -0.8% | 10,624 | +28.3% | 0.41% | +18.3% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $2,828,000 | -14.9% | 95,054 | -3.1% | 0.39% | +1.3% |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $2,650,000 | -17.4% | 30,065 | 0.0% | 0.36% | -1.6% | |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $2,609,000 | -7.7% | 211,451 | +1.5% | 0.36% | +10.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,465,000 | +18.0% | 6,502 | +41.2% | 0.34% | +41.0% |
| XT | Buy | ISHARES TRexponential tech | $2,367,000 | -1.9% | 49,377 | +20.8% | 0.32% | +16.6% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $2,325,000 | -14.5% | 46,336 | +0.5% | 0.32% | +1.9% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $2,330,000 | -5.9% | 73,229 | +0.4% | 0.32% | +12.0% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $2,272,000 | -9.2% | 45,515 | -8.1% | 0.31% | +8.0% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $1,941,000 | +2.4% | 35,561 | +24.5% | 0.26% | +22.1% |
| GDXJ | Sell | VANECK ETF TRUSTjunior gold mine | $1,906,000 | -38.0% | 59,547 | -9.1% | 0.26% | -26.1% |
| MSFT | Sell | MICROSOFT CORP | $1,905,000 | -16.8% | 7,416 | -0.2% | 0.26% | -1.1% |
| HEDJ | Sell | WISDOMTREE TReurope hedged eq | $1,804,000 | -13.8% | 27,529 | -3.2% | 0.25% | +2.9% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,663,000 | -18.8% | 9,485 | +3.2% | 0.23% | -3.4% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $1,587,000 | -24.2% | 27,368 | -2.3% | 0.22% | -9.6% |
| ITM | VANECK ETF TRUSTintrmdt muni etf | $1,545,000 | -3.4% | 33,821 | 0.0% | 0.21% | +15.3% | |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $1,501,000 | -23.3% | 8,263 | -0.6% | 0.20% | -8.5% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $1,414,000 | -11.4% | 44,967 | +3.5% | 0.19% | +5.5% |
| DTD | Sell | WISDOMTREE TRus total dividnd | $1,311,000 | -11.4% | 22,630 | -1.3% | 0.18% | +5.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,307,000 | -16.4% | 3,464 | +0.0% | 0.18% | 0.0% |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $1,270,000 | -10.0% | 37,015 | +1.7% | 0.17% | +7.4% |
| FEX | FIRST TR LRGE CP CORE ALPHA | $1,256,000 | -13.9% | 16,515 | 0.0% | 0.17% | +3.0% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,207,000 | -10.0% | 36,714 | -0.3% | 0.16% | +7.1% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $1,144,000 | -14.5% | 18,418 | -2.9% | 0.16% | +2.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,106,000 | +21.5% | 4,890 | +44.2% | 0.15% | +45.2% |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $1,083,000 | -18.3% | 4,581 | 0.0% | 0.15% | -2.6% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,010,000 | -11.4% | 7,946 | +10.7% | 0.14% | +5.3% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $990,000 | -1.7% | 44,609 | +8.2% | 0.14% | +17.4% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $990,000 | -33.6% | 19,567 | -30.4% | 0.14% | -21.1% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $926,000 | +20.6% | 17,188 | +28.5% | 0.13% | +44.3% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $884,000 | -7.5% | 14,251 | 0.0% | 0.12% | +10.0% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $873,000 | +6.5% | 9,449 | +24.3% | 0.12% | +26.6% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $769,000 | -19.6% | 5,210 | 0.0% | 0.10% | -4.5% | |
| DES | Sell | WISDOMTREE TRus smallcap divd | $770,000 | -12.9% | 27,282 | -1.6% | 0.10% | +4.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $721,000 | -12.0% | 17,977 | -0.9% | 0.10% | +5.3% |
| ROBO | Buy | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $705,000 | -21.5% | 15,695 | +1.9% | 0.10% | -6.8% |
| DON | Sell | WISDOMTREE TRus midcap divid | $693,000 | -12.7% | 17,785 | -0.5% | 0.10% | +4.4% |
| IBRX | Buy | IMMUNITYBIO INC | $689,000 | -17.0% | 185,311 | +25.3% | 0.09% | -1.1% |
| QUAL | ISHARES TRmsci usa qlt fct | $682,000 | -17.0% | 6,102 | 0.0% | 0.09% | -1.1% | |
| IXN | ISHARES TRglobal tech etf | $637,000 | -21.2% | 13,933 | 0.0% | 0.09% | -6.5% | |
| HACK | Sell | ETF MANAGERS TRprime cybr scrty | $621,000 | -27.3% | 13,549 | -6.9% | 0.08% | -13.3% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $623,000 | -16.6% | 19,805 | +1.6% | 0.08% | -1.2% |
| FYC | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $573,000 | -20.7% | 10,583 | 0.0% | 0.08% | -6.0% | |
| RING | Sell | ISHARES INCmsci gbl gold mn | $561,000 | -31.0% | 25,762 | -1.5% | 0.08% | -17.2% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $556,000 | +11.6% | 11,085 | +13.9% | 0.08% | +33.3% |
| HD | Sell | HOME DEPOT INC | $543,000 | -10.4% | 1,978 | -2.3% | 0.07% | +7.2% |
| FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $543,000 | -18.6% | 13,964 | -3.8% | 0.07% | -2.6% |
| HEZU | Sell | ISHARES TRcur hd eurzn etf | $535,000 | -9.0% | 17,064 | -0.6% | 0.07% | +9.0% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $491,000 | -15.1% | 11,950 | -0.8% | 0.07% | +1.5% |
| HYMB | SPDR SER TRnuveen bloomberg | $474,000 | -6.9% | 9,233 | 0.0% | 0.06% | +12.1% | |
| PEP | Buy | PEPSICO INC | $465,000 | +80.2% | 2,791 | +81.1% | 0.06% | +113.3% |
| MCD | Buy | MCDONALDS CORP | $469,000 | +1.1% | 1,899 | +1.1% | 0.06% | +20.8% |
| LLY | LILLY ELI & CO | $463,000 | +13.2% | 1,429 | 0.0% | 0.06% | +34.0% | |
| AMGN | Buy | AMGEN INC | $458,000 | +3.4% | 1,883 | +2.7% | 0.06% | +23.5% |
| AMZN | Buy | AMAZON COM INC | $455,000 | -65.7% | 4,280 | +951.6% | 0.06% | -59.2% |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $437,000 | – | 9,250 | +100.0% | 0.06% | – |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $432,000 | -30.1% | 11,665 | -17.4% | 0.06% | -16.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $414,000 | -17.2% | 2,193 | -0.2% | 0.06% | 0.0% |
| VLUE | Sell | ISHARES TRmsci usa value | $408,000 | -23.3% | 4,508 | -11.4% | 0.06% | -8.2% |
| NVDA | Buy | NVIDIA CORPORATION | $400,000 | -38.4% | 2,638 | +10.9% | 0.06% | -25.7% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $382,000 | -28.1% | 1,937 | -9.5% | 0.05% | -14.8% |
| VGT | VANGUARD WORLD FDSinf tech etf | $365,000 | -21.7% | 1,118 | 0.0% | 0.05% | -5.7% | |
| DVY | Buy | ISHARES TRselect divid etf | $354,000 | +43.3% | 3,009 | +55.8% | 0.05% | +71.4% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $347,000 | -33.0% | 2,545 | -17.4% | 0.05% | -20.3% |
| IJS | ISHARES TRsp smcp600vl etf | $338,000 | -13.1% | 3,802 | 0.0% | 0.05% | +2.2% | |
| CSCO | Buy | CISCO SYS INC | $338,000 | -8.6% | 7,916 | +19.3% | 0.05% | +9.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $323,000 | -17.6% | 148 | +5.0% | 0.04% | -2.2% |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $318,000 | -9.7% | 7,638 | 0.0% | 0.04% | +7.5% | |
| IDU | ISHARES TRu.s. utilits etf | $317,000 | -5.9% | 3,700 | 0.0% | 0.04% | +10.3% | |
| DIS | Buy | DISNEY WALT CO | $304,000 | -16.3% | 3,222 | +21.8% | 0.04% | 0.0% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $308,000 | -21.0% | 1,495 | -2.0% | 0.04% | -6.7% |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $298,000 | -5.7% | 14,493 | 0.0% | 0.04% | +13.9% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $291,000 | -15.4% | 133 | +8.1% | 0.04% | +2.6% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $286,000 | -15.6% | 691 | 0.0% | 0.04% | 0.0% | |
| IBB | Sell | ISHARES TRishares biotech | $276,000 | -11.5% | 2,344 | -2.1% | 0.04% | +5.6% |
| PHO | Buy | INVESCO EXCHANGE TRADED FD Twater res etf | $281,000 | -9.9% | 6,090 | +3.6% | 0.04% | +5.6% |
| SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $275,000 | -15.6% | 6,538 | 0.0% | 0.04% | +2.7% | |
| ABBV | Buy | ABBVIE INC | $274,000 | -3.5% | 1,788 | +2.2% | 0.04% | +12.1% |
| DGRS | WISDOMTREE TRus s cap qty div | $273,000 | -11.1% | 6,877 | 0.0% | 0.04% | +5.7% | |
| ASML | ASML HOLDING N V | $272,000 | -28.8% | 572 | 0.0% | 0.04% | -15.9% | |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $274,000 | -32.8% | 4,941 | -26.1% | 0.04% | -21.3% |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $256,000 | -12.6% | 3,215 | 0.0% | 0.04% | +2.9% | |
| TSLA | Buy | TESLA INC | $257,000 | -35.9% | 381 | +2.4% | 0.04% | -23.9% |
| FEM | Sell | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $252,000 | -20.0% | 11,822 | -5.7% | 0.03% | -5.6% |
| USMV | ISHARES TRmsci usa min vol | $239,000 | -9.5% | 3,407 | 0.0% | 0.03% | +10.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $240,000 | -21.1% | 3,979 | 0.0% | 0.03% | -5.7% | |
| IJK | ISHARES TRs&p mc 400gr etf | $244,000 | -17.6% | 3,826 | 0.0% | 0.03% | -2.9% | |
| EXC | Sell | EXELON CORP | $235,000 | -20.1% | 5,180 | -16.2% | 0.03% | -5.9% |
| IGIB | Buy | ISHARES TR | $226,000 | -6.2% | 4,431 | +0.9% | 0.03% | +10.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $227,000 | -17.8% | 831 | +6.4% | 0.03% | -3.1% |
| PFE | Sell | PFIZER INC | $224,000 | +1.4% | 4,269 | -0.0% | 0.03% | +24.0% |
| VO | VANGUARD INDEX FDSmid cap etf | $216,000 | -17.2% | 1,097 | 0.0% | 0.03% | 0.0% | |
| IMCB | ISHARES TRmrgstr md cp etf | $220,000 | -16.0% | 3,896 | 0.0% | 0.03% | 0.0% | |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $220,000 | -2.2% | 4,600 | +3.5% | 0.03% | +15.4% |
| ACQRU | Sell | INDEPENDENCE HOLDINGS CORPunit 03/02/2026 | $219,000 | -46.6% | 22,368 | -46.5% | 0.03% | -36.2% |
| LAZR | Sell | LUMINAR TECHNOLOGIES INC | $220,000 | -65.6% | 37,132 | -9.1% | 0.03% | -58.9% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $214,000 | -12.7% | 5,275 | -5.3% | 0.03% | +3.6% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $206,000 | -13.4% | 1,391 | 0.0% | 0.03% | +3.7% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $206,000 | -10.0% | 2,000 | 0.0% | 0.03% | +7.7% | |
| WPC | New | WP CAREY INC | $200,000 | – | 2,413 | +100.0% | 0.03% | – |
| NNDM | Buy | NANO DIMENSION LTDsponsord ads new | $138,000 | -8.0% | 44,000 | +4.3% | 0.02% | +11.8% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $126,000 | -31.9% | 13,851 | +3.0% | 0.02% | -19.0% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $62,000 | -48.8% | 14,104 | +6.0% | 0.01% | -42.9% |
| MCRB | SERES THERAPEUTICS INC | $42,000 | -52.3% | 12,364 | 0.0% | 0.01% | -40.0% | |
| RCAT | RED CAT HLDGS INC | $30,000 | +3.4% | 14,500 | 0.0% | 0.00% | +33.3% | |
| CGEN | COMPUGEN LTDord | $28,000 | -41.7% | 14,976 | 0.0% | 0.00% | -33.3% | |
| NVTA | INVITAE CORP | $25,000 | -69.5% | 10,234 | 0.0% | 0.00% | -66.7% | |
| SEMA4 HOLDINGS CORP | $20,000 | -59.2% | 16,024 | 0.0% | 0.00% | -50.0% | ||
| PHK | Exit | PIMCO HIGH INCOME FD | $0 | – | -12,777 | -100.0% | -0.01% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -13,506 | -100.0% | -0.02% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,066 | -100.0% | -0.02% | – |
| SRCL | Exit | STERICYCLE INC | $0 | – | -3,490 | -100.0% | -0.02% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,635 | -100.0% | -0.03% | – |
| PSTG | Exit | PURE STORAGE INCcl a | $0 | – | -6,472 | -100.0% | -0.03% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -1,800 | -100.0% | -0.03% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -2,981 | -100.0% | -0.03% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -1,811 | -100.0% | -0.03% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,128 | -100.0% | -0.03% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -2,446 | -100.0% | -0.03% | – |
| FISV | Exit | FISERV INC | $0 | – | -2,770 | -100.0% | -0.03% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,770 | -100.0% | -0.04% | – |
| KKR | Exit | KKR & CO INC | $0 | – | -6,290 | -100.0% | -0.04% | – |
| DXJS | Exit | WISDOMTREE TRjpn scap hdg eqt | $0 | – | -9,762 | -100.0% | -0.05% | – |
| EBND | Exit | SPDR SER TRbloomberg emergi | $0 | – | -18,635 | -100.0% | -0.05% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -3,620 | -100.0% | -0.05% | – |
| HEWJ | Exit | ISHARES TRhdg msci japan | $0 | – | -13,844 | -100.0% | -0.06% | – |
| DBJP | Exit | DBX ETF TRxtrack msci japn | $0 | – | -23,823 | -100.0% | -0.13% | – |
| DXJ | Exit | WISDOMTREE TRjapn hedge eqt | $0 | – | -20,910 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-21
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 | 2024-02-07 |
| 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.