Bsc Private Wealth Management

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

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Positions held by BSC PRIVATE WEALTH MANAGEMENT consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clearwater Capital Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 8.0 $51M 1.0M 49.57
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 7.3 $47M +5% 929k 50.11
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 6.9 $44M +4% 993k 43.95
Ishares Tr Short Treas Bd (SHV) 5.4 $35M +3% 311k 110.70
Wisdomtree Tr Floatng Rat Trea (USFR) 4.5 $29M +4% 1.1M 25.11
Ishares Tr Msci Usa Multift (LRGF) 4.5 $29M +2% 859k 33.20
Spdr Ser Tr Blomberg Brc Inv (FLRN) 4.3 $27M +3% 891k 30.58
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 3.7 $24M +10% 1.2M 19.17
Ishares Tr Msci Intl Multft (INTF) 3.5 $23M 926k 24.30
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 3.2 $21M +7% 672k 30.60
Ishares Tr Msci Usa Sml Cp (SMLF) 3.0 $19M 519k 37.27
Wisdomtree Tr Yield Enhancd Us (AGGY) 3.0 $19M +6% 353k 53.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $16M 198k 80.63
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.4 $15M 569k 26.76

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Ishares Tr National Mun Etf (MUB) 2.3 $15M +6% 128k 115.93
Global X Fds Internet Of Thng (SNSR) 1.9 $12M 455k 26.20
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.8 $11M +7% 202k 56.08
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 1.7 $11M NEW 197k 55.16
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.7 $11M +6% 275k 39.16
Ishares Msci Emerg Mkt (EMGF) 1.6 $10M +3% 235k 43.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $8.3M +3% 122k 68.32
Wisdomtree Tr Us Largecap Divd (DLN) 1.2 $7.4M 77k 97.03
Vanguard Index Fds Growth Etf (VUG) 1.2 $7.4M 33k 227.60
Ark Etf Tr Genomic Rev Etf (ARKG) 1.0 $6.6M +9% 104k 63.71
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $6.4M 115k 55.48
Apple (AAPL) 1.0 $6.3M +275% 54k 115.81
Global X Fds Rbtcs Artfl Inte (BOTZ) 1.0 $6.2M +2% 222k 27.87
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.9 $5.7M +3% 165k 34.80
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $5.3M +3% 162k 32.53
First Tr Exchange Traded Wtr Etf (FIW) 0.8 $5.0M +2% 84k 60.44
Wisdomtree Tr Us Midcap Fund (EZM) 0.8 $4.9M 144k 34.19
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.6 $3.9M 75k 51.28
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.6 $3.7M -19% 44k 83.98
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $3.4M 228k 14.73
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.5 $3.3M -2% 100k 32.79
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $3.0M -2% 44k 68.04
Ishares Core Msci Emkt (IEMG) 0.4 $2.8M +2% 54k 52.80
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $2.5M 49k 50.73
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $2.5M +17% 88k 28.15
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.4 $2.4M -12% 55k 43.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $2.2M -2% 19k 115.19
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.3 $2.2M -11% 35k 61.74
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $2.1M 12k 180.11
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $2.1M -3% 76k 27.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.0M 7.0k 277.83
Vanguard World Mega Grwth Ind (MGK) 0.3 $1.9M -7% 10k 185.44
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.9M 33k 55.61
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.7M 29k 59.00
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.7M 5.1k 336.03
Wisdomtree Tr Us High Dividend (DHS) 0.3 $1.7M 27k 62.49
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.6M 15k 108.12
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $1.4M 40k 36.45
Wisdomtree Tr Cloud Computng (WCLD) 0.2 $1.4M NEW 32k 42.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.4M +2% 44k 31.40
Microsoft Corporation (MSFT) 0.2 $1.3M 6.2k 210.31
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.2 $1.3M -5% 6.0k 210.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 23k 54.45
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $1.2M -3% 49k 24.61
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $1.2M 26k 46.67
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $1.2M 13k 93.94
Ark Etf Tr Fintech Innova (ARKF) 0.2 $1.2M NEW 30k 39.64
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $1.2M -11% 24k 48.98
Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.2 $1.1M -18% 27k 40.73
Hd Supply (HDS) 0.2 $1.1M 26k 41.23
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $1.1M 17k 63.19
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.2 $1.0M -40% 17k 59.78
Select Sector Spdr Tr Technology (XLK) 0.2 $1.0M -2% 8.6k 116.68
Etf Managers Tr Prime Cybr Scrty (HACK) 0.2 $983k 21k 46.55
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $956k -86% 16k 60.79
Ishares Tr Global Tech Etf (IXN) 0.1 $927k 3.5k 263.58
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $908k -3% 6.4k 141.61
Amazon Put Option (AMZN) 0.1 $898k -14% 285.00 3150.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $877k 8.5k 103.74
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $846k -3% 29k 28.93
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $821k -2% 15k 53.62
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $808k -4% 17k 48.13
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $808k -7% 18k 44.11
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $790k +2% 33k 24.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $759k 4.1k 185.30
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $757k -14% 36k 21.09
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $757k 11k 70.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $756k -2% 2.3k 334.81
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $722k -17% 21k 35.24
First Tr Exch Trd Alphdx Sml Cp Grw Alp (FYC) 0.1 $655k 14k 47.27
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $614k 10k 59.58
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $608k -12% 20k 29.85
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $598k 4.1k 147.29
Ishares Tr Msci Usa Value (VLUE) 0.1 $546k -20% 7.4k 73.79
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.1 $535k 19k 27.85
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $525k -13% 9.2k 56.86
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $520k -6% 8.2k 63.69
Home Depot (HD) 0.1 $512k 1.8k 277.96
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $499k -8% 2.3k 221.58
Ishares Tr Hdg Msci Japan (HEWJ) 0.1 $486k -11% 15k 31.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $473k 2.2k 214.71
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) 0.1 $467k -17% 12k 39.34
Amgen (AMGN) 0.1 $466k 1.8k 254.23
Ishares Tr Nasdaq Biotech (IBB) 0.1 $463k -90% 3.4k 135.46
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $450k -17% 18k 25.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $428k -2% 8.2k 52.16
Ishares Tr U.s. Tech Etf (IYW) 0.1 $393k 1.3k 301.38
McDonald's Corporation (MCD) 0.1 $389k 1.8k 219.65
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $382k 12k 30.71
Ishares Msci Emerg Mrkt (EEMV) 0.1 $381k 6.9k 55.21
Vanguard World Fds Financials Etf (VFH) 0.1 $372k 6.4k 58.54
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $357k 2.9k 122.55
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $354k 16k 21.63
Lockheed Martin Corporation (LMT) 0.1 $348k 907.00 383.68
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $342k 4.1k 82.79
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $340k -24% 1.2k 294.37
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $335k 2.3k 145.97
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $328k -2% 2.8k 117.10
Disney Walt Com Disney (DIS) 0.1 $325k 2.6k 124.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $309k -93% 3.2k 95.75
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $285k -14% 914.00 311.82
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $284k 7.3k 38.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $283k -3% 6.5k 43.25
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $281k -3% 1.2k 230.71
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $276k -5% 1.2k 239.58
JPMorgan Chase & Co. (JPM) 0.0 $261k 2.7k 96.10
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $256k 1.5k 173.21
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $254k 6.4k 39.75
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $244k 2.1k 113.91
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $234k 16k 14.34
Stericycle (SRCL) 0.0 $233k 3.7k 63.18
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $227k 2.8k 80.84
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $223k -2% 1.3k 176.28
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $222k 1.3k 176.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $221k -8% 2.8k 78.96
Ishares Tr U.s. Finls Etf (IYF) 0.0 $221k 1.9k 113.57
Cisco Systems (CSCO) 0.0 $220k 5.6k 39.43
Wisdomtree Tr Eur Hdg Smlcap (EUSC) 0.0 $215k -36% 7.9k 27.21
Asml Holding N V N Y Registry Shs (ASML) 0.0 $211k 572.00 368.88
Ishares Tr Mrgstr Md Cp Etf (JKG) 0.0 $210k NEW 1.1k 200.00
Intel Corporation (INTC) 0.0 $207k -33% 4.0k 51.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $206k NEW 1.2k 169.97
Facebook Cl A (FB) 0.0 $205k -50% 784.00 261.48
Exantas Cap Corp Com New (XAN) 0.0 $63k 30k 2.08
Nano Dimension Sponsord Ads New (NNDM) 0.0 $35k NEW 12k 2.87

Past Filings by Clearwater Capital Advisors

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