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Bsc Private Wealth Management

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

Top 5 stock holdings are NEAR, DGRW, BBAG, LRGF, ICSH, and represent 31.82% of Clearwater Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: MBB (+$33M), BBAG (+$25M), IGSB (+$15M), MUB (+$8.5M), SCHO, GIGB, GBIL, NEAR, RSPT, ICSH.
Started 4 new stock positions in SCHZ, MBB, PLTR, GPN.
Reduced shares in these 10 stocks: SGOV (-$48M), , SCHX (-$5.5M), FPEI, DGRW, SNSR, FMHI, VUG, FIW, BOTZ.
Sold out of its positions in EXC, FXH, FPE, FMHI, FPEI, PGX, NVTA, IGIB, IUSB, JPM. SPG, VOO.
Clearwater Capital Advisors was a net buyer of stock by $5.0M.
Clearwater Capital Advisors has $816M in assets under management (AUM), dropping by -2.79%.
Central Index Key (CIK): 0001690531

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Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 141 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares U S Etf Tr Blackrock St Mat (NEAR)	7.9	$64M		1.3M	49.89	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	6.9	$56M	-4%	885k	63.49	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	5.8	$47M	+108%	1.1M	44.23	View chart
Ishares Tr U S Equity Factr (LRGF)	5.7	$47M		1.1M	43.32	View chart
Ishares Tr Blackrock Ultra (ICSH)	5.6	$46M		909k	50.38	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.5	$45M		1.7M	25.85	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	5.2	$43M	+52%	854k	49.83	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	4.9	$40M	+4%	827k	47.89	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	4.7	$39M		387k	100.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.1	$34M		1.1M	31.01	View chart
Ishares Tr Mbs Etf (MBB)	4.0	$33M	NEW	368k	88.80	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	2.9	$24M		457k	51.73	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$20M	+75%	194k	102.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$16M	-26%	306k	50.60	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$14M		586k	23.94	View chart
Ishares Emng Mkts Eqt (EMGF)	1.6	$13M		319k	40.90	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.6	$13M		484k	26.91	View chart
Global X Fds Internet Of Thng (SNSR)	1.5	$12M	-6%	388k	30.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.3	$11M		261k	41.42	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$11M		223k	47.59	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.2	$10M	-4%	224k	45.43	View chart
Apple (AAPL)	1.1	$9.0M		52k	171.21	View chart
First Tr Exchange Traded Wtr Etf (FIW)	1.1	$8.9M	-7%	108k	82.75	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	1.0	$8.5M	-7%	345k	24.72	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.0	$8.3M		123k	67.68	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.9	$7.5M		148k	50.74	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.9	$7.2M		372k	19.36	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.8	$6.8M		243k	27.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$6.4M	-10%	24k	272.31	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.8	$6.3M		213k	29.63	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.6	$5.1M		191k	26.67	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.6	$4.9M	+42%	115k	43.21	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.6	$4.9M	-6%	79k	61.49	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$4.7M	+4%	46k	102.86	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$4.7M	-7%	47k	100.14	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$4.4M		137k	32.25	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$4.3M		76k	56.47	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.5	$4.2M		106k	39.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$3.5M	+3%	47k	75.15	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.4	$3.2M		112k	28.66	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$3.0M	-5%	36k	84.23	View chart
Ishares Tr Exponential Tech (XT)	0.4	$2.9M	-2%	57k	52.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.7M	-10%	7.5k	358.25	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.4M		70k	33.57	View chart
Microsoft Corporation (MSFT)	0.3	$2.2M		7.1k	315.76	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$2.2M		74k	30.03	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.3	$2.2M	-8%	23k	96.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.1M	-20%	5.0k	429.39	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$1.8M		52k	34.90	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$1.8M	-96%	18k	100.67	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$1.7M	-24%	31k	56.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.5M		45k	33.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.5M	-7%	7.8k	194.77	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.5M		3.4k	427.49	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$1.3M		28k	48.88	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$1.2M		21k	60.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M	-15%	17k	72.72	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$1.2M	-2%	15k	81.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.2M	-2%	4.8k	249.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M		12k	94.33	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.0M	-15%	4.6k	226.90	View chart
Amazon (AMZN)	0.1	$963k	-8%	7.6k	127.12	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$878k		19k	46.23	View chart
Global X Fds Cloud Computng (CLOU)	0.1	$835k		44k	18.83	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$774k		37k	20.70	View chart
Tesla Motors (TSLA)	0.1	$760k	+19%	3.0k	250.22	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$683k	-2%	12k	57.84	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$679k	-2%	12k	58.79	View chart
Immunitybio (IBRX)	0.1	$667k		395k	1.69	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$653k	-3%	8.4k	78.06	View chart
Eli Lilly & Co. (LLY)	0.1	$638k	-4%	1.2k	537.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$636k		17k	37.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$634k		13k	50.18	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$626k	-21%	3.8k	163.93	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$598k	-5%	21k	28.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$589k	+551%	21k	28.15	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.1	$585k		12k	50.36	View chart
Home Depot (HD)	0.1	$580k		1.9k	302.16	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$572k	-9%	8.8k	64.78	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$538k		12k	44.10	View chart
Etf Managers Tr Prime Cybr Scrty (HACK)	0.1	$532k	-7%	10k	51.60	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$525k	+82%	13k	39.50	View chart
NVIDIA Corporation (NVDA)	0.1	$522k		1.2k	434.99	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$511k	+379%	17k	30.15	View chart
McDonald's Corporation (MCD)	0.1	$492k	-7%	1.9k	263.44	View chart
Amgen (AMGN)	0.1	$485k		1.8k	268.76	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$460k		13k	36.20	View chart
Pepsi (PEP)	0.1	$457k		2.7k	169.44	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$456k	-11%	8.1k	56.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$448k	-4%	2.1k	212.44	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$441k		15k	30.10	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.0	$407k	-9%	11k	37.83	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$403k		13k	32.23	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$387k		10k	37.48	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$375k	-14%	903.00	414.90	View chart
Cisco Systems (CSCO)	0.0	$374k	-3%	7.0k	53.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$369k	-31%	2.8k	131.79	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.0	$367k		7.4k	49.94	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$352k		8.6k	40.96	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$346k	-2%	3.8k	90.72	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$341k		580.00	588.66	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$339k		3.8k	89.22	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$338k		1.6k	214.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$336k	-12%	960.00	350.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$335k	+2%	2.5k	131.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$331k		8.4k	39.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$324k		2.5k	130.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$303k	-8%	4.2k	72.38	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$301k		5.7k	53.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$300k		656.00	456.64	View chart
Kkr & Co (KKR)	0.0	$299k		4.8k	61.60	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$291k	-7%	15k	19.39	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$287k		2.3k	122.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$283k	-14%	2.6k	107.13	View chart
Abbvie (ABBV)	0.0	$277k	+3%	1.9k	149.06	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$274k	-2%	8.3k	33.17	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$263k	-3%	5.2k	50.04	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$258k	-3%	6.0k	43.27	View chart
Meta Platforms Cl A (META)	0.0	$252k	-6%	838.00	300.21	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$247k		12k	20.87	View chart
Carvana Cl A (CVNA)	0.0	$245k	-55%	5.8k	41.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$243k	NEW	5.5k	44.23	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$239k		13k	19.19	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$238k		4.5k	53.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$233k	-4%	2.3k	103.32	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$232k		3.2k	72.24	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$226k	-2%	1.0k	224.15	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$225k	-15%	2.5k	91.24	View chart
Palantir Technologies Cl A (PLTR)	0.0	$223k	NEW	14k	16.00	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$218k		3.6k	59.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$216k	-25%	1.0k	208.24	View chart
Pure Storage Cl A (PSTG)	0.0	$210k	-5%	5.9k	35.62	View chart
Global Payments (GPN)	0.0	$209k	NEW	1.8k	115.39	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.0	$207k		2.1k	97.70	View chart
Luminar Technologies Com Cl A (LAZR)	0.0	$169k		37k	4.55	View chart
Global X Fds Genomic Biotech (GNOM)	0.0	$140k		14k	10.17	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$106k	-7%	39k	2.72	View chart
Pacific Biosciences of California (PACB)	0.0	$99k	-4%	12k	8.35	View chart
Seres Therapeutics (MCRB)	0.0	$26k	-11%	11k	2.38	View chart
Red Cat Hldgs (RCAT)	0.0	$12k	-13%	13k	0.97	View chart
Compugen Ord (CGEN)	0.0	$11k	-8%	12k	0.93	View chart

Past Filings by Clearwater Capital Advisors

SEC 13F filings are viewable for Clearwater Capital Advisors going back to 2016

Clearwater Capital Advisors 2023 Q3 filed Oct. 24, 2023
Clearwater Capital Advisors 2023 Q2 filed Aug. 8, 2023
Clearwater Capital Advisors 2023 Q1 filed May 10, 2023
Clearwater Capital Advisors 2022 Q4 filed Jan. 27, 2023
Clearwater Capital Advisors 2022 Q3 filed Nov. 1, 2022
Clearwater Capital Advisors 2022 Q2 filed July 21, 2022
Clearwater Capital Advisors 2022 Q1 filed May 3, 2022
Clearwater Capital Advisors 2021 Q4 filed Jan. 26, 2022
Clearwater Capital Advisors 2021 Q3 filed Nov. 3, 2021
Clearwater Capital Advisors 2021 Q2 filed Aug. 4, 2021
Clearwater Capital Advisors 2021 Q1 filed April 21, 2021
Clearwater Capital Advisors 2020 Q4 filed Jan. 21, 2021
Clearwater Capital Advisors 2020 Q3 filed Oct. 16, 2020
Clearwater Capital Advisors 2020 Q2 filed July 30, 2020
Clearwater Capital Advisors 2020 Q1 filed April 15, 2020
Clearwater Capital Advisors 2019 Q4 filed Jan. 27, 2020

View all past filings

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