Bsc Private Wealth Management

Latest statistics and disclosures from Clearwater Capital Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Clearwater Capital Advisors

Companies in the Clearwater Capital Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
*wisdomtreetrusdivdgrtfdadded 8.85 1.05M +27% 38.91
Ishares U S Etf Tr Short Matur sht mat bd etf 8.48 810536 +76% 48.49
Wisdomtree Tr blmbrg fl trfd 5.82 1.07M +18% 25.11
Ishares Tr 0-5yr hi yl cp 5.80 658073 NEW 40.87
Db-x Msci Eafe Currency-hedged 4.26 737549 +17% 26.80
Ishares Tr fctsl msci int 4.24 970020 +5% 20.26
Schwab Strategic Tr us lrg cap etf 4.20 317643 -21% 61.25
Spdr Ser Tr cmn 4.13 651654 +16% 29.40
Ishares Tr 3.69 647127 -4% 26.45
Ishares Tr msci usa smlcp 3.31 514360 +460% 29.79
Schwab Emerging Markets Equity ETF (SCHE) 2.77 620731 +23% 20.69
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 2.43 99757 +5% 113.01
Wisdomtree Tr brclys us aggr 2.23 200001 +16% 51.65
D First Tr Exchange-traded Fd 2.08 587995 +28% 16.40
Ishares Inc factorselect msc 1.80 243025 +51% 34.35
WisdomTree LargeCap Dividend Fund (DLN) 1.48 84680 -19% 80.94
Schwab Strategic Tr us aggregate b 1.35 115102 54.27
Schwab U S Small Cap ETF (SCHA) 1.24 111919 +19% 51.52
Sch Us Mid-cap Etf etf 1.23 135296 +7% 42.16
Vanguard Growth ETF (VUG) 1.22 36001 -19% 156.69
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 1.19 100241 +9% 54.92
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.09 58033 -12% 87.09
Schwab Intl Small Cap Equity ETF (SCHC) 1.04 197967 +13% 24.40
First Trust Large Cap GO Alpha Fnd (FTC) 0.95 73725 -41% 59.91
Itm - Vaneck Vectors Amt Free Int Muni 0.83 78418 49.12
Apple (AAPL) 0.80 14627 -32% 254.26
WisdomTree MidCap Earnings Fund (EZM) 0.77 134248 +18% 26.42
iShares NASDAQ Biotechnology Index (IBB) 0.70 30200 +48% 107.75
Global X Fds rbtcs artfl in 0.67 171999 +84% 18.14
Goldman Sachs Etf Tr activebeta int 0.65 130255 +65% 23.06
First Tr Exchange Traded Fd nasdaq cea cyb 0.64 115838 +191% 25.77
Wisdomtree Tr intl hedge eqt 0.61 55273 -45% 51.24
Glbl Internet Things Etf etf/closed end 0.60 152621 NEW 18.24
Pgx etf 0.59 209065 -3% 13.16
First Tr Exchange Traded Fd nasd tech div 0.58 75824 -42% 35.38
Goldman Sachs Etf Tr 0.57 50713 -27% 52.20
First Trust ISE Water Index Fund (FIW) 0.56 54005 +149% 47.74
Invesco Variable Rate Preferred Etf etf 0.53 114248 -24% 21.46
WisdomTree Japan Total Dividend Fd (DXJ) 0.47 51220 -48% 42.15
Schwab U S Large Cap Growth ETF (SCHG) 0.44 25527 -13% 79.64
First Tr Exchange Traded Fd Iii Managed Mun Etf 0.41 35499 -13% 54.06
WisdomTree Equity Income Fund (DHS) 0.39 31761 -32% 56.61
Vanguard Mid-Cap Growth ETF (VOT) 0.38 14014 -28% 126.66
Ishares Tr hdg msci eafe 0.38 72441 24.21
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.36 13041 -31% 127.06
Db-x Msci Japan Etf equity 0.36 47080 -17% 35.45
Market Vectors Etf High Yield Muni Index etf 0.34 30003 -16% 52.26
Goldman Sachs Etf Tr activebeta eme 0.32 56077 -37% 26.18
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.31 45392 -23% 31.83
Schwab International Equity ETF (SCHF) 0.31 55265 +2% 25.84
Dbx Etf Tr msci em hdg eq 0.31 59155 -35% 24.60
Invesco Qqq Trust Series 1 0.30 7244 -17% 190.36
Ishares Tr fltg rate nt 0.28 26950 -13% 48.76
First Trust Large Cap Value Opp Fnd (FTA) 0.27 34497 -38% 36.79
Vanguard Mun Bd Fd Inc tax-exempt bd 0.27 23883 52.88
iShares S&P; 500 Index (IVV) 0.26 4609 +26% 258.41
Invesco Exchange Traded Fd T s&p500 eql tec 0.26 7590 -45% 159.42
Financial Select Sector SPDR (XLF) 0.25 56690 -51% 20.82
First Trust Financials AlphaDEX Fd (FXO) 0.25 54219 -38% 21.14
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.25 10900 106.33
WisdomTree Total Dividend Fund (DTD) 0.25 14578 -25% 78.34
WisdomTree SmallCap Dividend Fund (DES) 0.24 62681 -30% 18.03
Ishares Msci Usa Quality Facto invalid 0.24 13850 +43% 81.01
Invesco Exchange Traded Fd T s&p500 pur gwt 0.24 11047 -45% 100.12
Microsoft Corporation (MSFT) 0.22 6416 +7% 157.73
WisdomTree Emerging Markets Eq (DEM) 0.22 31311 -35% 32.26
Technology SPDR (XLK) 0.20 11268 -40% 80.40
WisdomTree MidCap Dividend Fund (DON) 0.20 38810 -20% 24.17
Ishares Tr msci usavalfct 0.20 14732 -26% 62.99
Etf Managers Tr purefunds ise cy 0.20 25370 -46% 35.67
First Trust Large Cap Core Alp Fnd (FEX) 0.19 18607 -55% 47.62
ISHARES TR MSCI Small Cap msci small cap 0.19 19626 +48% 44.84
Ishares Tr usa min vo 0.19 16435 -21% 54.03
Vanguard Short Term Corporate Bond ETF (VCSH) 0.17 9806 -17% 79.14
Invesco S&p 500 Low Volatility Etf 0.17 16674 -8% 46.90
iShares MSCI Emerging Markets Indx (EEM) 0.16 21542 34.12
SPDR S&P; 500 ETF (SPY) 0.16 2915 -40% 257.63
Hd Supply 0.16 25925 -35% 28.43
iShares S&P; Global Technology Sect. (IXN) 0.15 3768 -26% 182.32
Ishares Inc em mkt min vol 0.15 14684 -4% 46.92
Wmte Japan Hd Sml 0.15 21020 -34% 33.35
Invesco Exchange Traded Fd T russel 200 gwt 0.15 15163 -33% 44.58
WisdomTree SmallCap Earnings Fund (EES) 0.14 29503 -27% 22.34
iShares Lehman MBS Bond Fund (MBB) 0.13 5570 -29% 110.41
Ishares Tr hdg msci japan 0.13 21461 -20% 27.21
Ishares Inc core msci emkt 0.12 14079 -26% 40.49
iShares S&P; MidCap 400 Index (IJH) 0.11 3588 -19% 143.81
First Tr Exch Trd Alphadex sml cp grw alp 0.11 15855 -35% 32.61
Ishares Tr Msci Usa Momentum Factor 0.11 4986 -45% 106.50
Wisdomtree Us Smallcap Dividen mf 0.11 21195 -45% 25.15
Exchange Traded Concepts Tr robo stx glb etf 0.11 15369 -31% 33.57
Ishares Tr cur hdg ms emu 0.11 22338 -15% 23.59
Wisdomtree Tr eur hdg smlcap 0.11 22983 -39% 22.97
Invesco Variable Rate Investment Grade Etf var rate invt 0.11 22164 -37% 22.74
Amazon (AMZN) 0.10 239 +14% 1949.79
iShares Russell 2000 Growth Index (IWO) 0.10 3008 -25% 158.24
First Tr Exch Trd Alpha Fd I emerg mkt alph 0.10 26789 -46% 17.58
Spdr Series Trust cmn 0.10 8131 -49% 54.73
iShares S&P; SmallCap 600 Index (IJR) 0.09 7227 -15% 56.18
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.09 4803 -98% 86.61
Schwab Strategic Tr cmn 0.09 9061 -39% 44.26
Spdr Ser Tr 1 3 hgh yield 0.09 4708 -98% 91.55
Invesco Exchange Traded Fd T ftse rafi 1500 0.09 4918 -14% 89.47
Johnson & Johnson (JNJ) 0.08 2838 -24% 131.08
Amgen (AMGN) 0.08 1858 -2% 202.91
Vanguard Financials ETF (VFH) 0.08 7376 -16% 50.70
Vanguard Small-Cap Growth ETF (VBK) 0.08 2533 -5% 150.41
Vanguard High Dividend Yield ETF (VYM) 0.08 5224 -29% 70.83
Home Depot (HD) 0.07 1842 186.75
Intel Corporation (INTC) 0.07 6001 54.16
Lockheed Martin Corporation (LMT) 0.07 918 -4% 338.78
iShares Dow Jones US Utilities (IDU) 0.07 2295 138.13
iShares S&P; SmallCap 600 Growth (IJT) 0.07 2390 -12% 137.66
Vanguard Mid-Cap ETF (VO) 0.07 2482 -15% 131.75
iShares Barclays TIPS Bond Fund (TIP) 0.07 2637 -16% 117.94
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.07 6240 -68% 54.49
Ishares Tr cmn 0.07 3168 -97% 99.75
Facebook Inc cl a 0.07 2019 -2% 166.91
Alibaba Group Holding Ltd Spon 0.07 1606 194.27
First Tr Exchange Traded Fd fst low mtg etf 0.07 5950 -36% 50.92
Goldman Sachs Etf Tr cmn 0.07 6711 -49% 50.96
Invesco Exchange Traded Fd T s&p500 pur val 0.07 7782 -69% 39.96
JPMorgan Chase & Co. (JPM) 0.06 3046 -25% 89.95
McDonald's Corporation (MCD) 0.06 1771 -5% 165.44
Walt Disney Company (DIS) 0.06 2676 -8% 96.79
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.06 2248 -73% 123.67
iShares S&P; 500 Growth Index (IVW) 0.06 1673 -45% 164.97
Vanguard Emerging Markets ETF (VWO) 0.06 8230 33.54
iShares Russell Midcap Growth Idx. (IWP) 0.06 2454 -11% 121.43
First Trust Mid Cap Core Alpha Fnd (FNX) 0.06 5725 -36% 48.21
iShares S&P; SmallCap 600 Value Idx (IJS) 0.06 2944 99.86
Vanguard REIT ETF (VNQ) 0.06 3822 -20% 69.86
iShares Dow Jones US Technology (IYW) 0.06 1304 -50% 204.75
Invesco Exchange Traded Fd T ftse rafi 1000 0.06 2767 -49% 92.52
Cisco Systems (CSCO) 0.05 5679 -27% 39.27
iShares S&P; MidCap 400 Growth (IJK) 0.05 1383 -4% 178.60
iShares Dow Jones Select Dividend (DVY) 0.05 2847 -30% 73.41
iShares Dow Jones US Financial (IYF) 0.05 2612 -58% 97.24
Invesco Exchange W&p 500 Qualit equities 0.05 7918 -10% 29.93
Invesco Exchange Traded Fd Tr etf 0.05 18859 12.94

Past Filings by Clearwater Capital Advisors

View past SEC 13F filings by Clearwater Capital Advisors

View all filings