Bsc Private Wealth Management

Clearwater Capital Advisors as of March 31, 2019

Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 190 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman 1-3 Year Treas.Bond (SHY) 5.0 $27M 319k 84.12
wisdomtreetrusdivd.. (DGRW) 5.0 $27M 621k 43.06
WisdomTree Japan Total Dividend (DXJ) 2.8 $15M 296k 50.61
First Trust Large Cap GO Alpha Fnd (FTC) 2.8 $15M 224k 66.96
Wisdomtree Tr intl hedge eqt (HEDJ) 2.7 $15M 228k 63.91
Spdr Ser Tr 1 3 hgh yield (BIL) 2.5 $13M 146k 91.60
WisdomTree LargeCap Dividend Fund (DLN) 2.5 $13M 139k 94.22
Invesco Variable Rate Preferred Etf etf (VRP) 2.3 $12M 502k 24.58
Ishares Tr fctsl msci int (INTF) 2.0 $11M 400k 26.33
First Tr Exchange Traded Fd nasd tech div (TDIV) 2.0 $11M 273k 38.30
Db-x Msci Eafe Currency-hedged (DBEF) 1.8 $9.8M 314k 31.22
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.8 $9.5M 85k 111.19
Vanguard Growth ETF (VUG) 1.8 $9.3M 60k 156.42
Financial Select Sector SPDR (XLF) 1.7 $9.2M 359k 25.71
Schwab Strategic Tr us lrg cap etf (SCHX) 1.7 $9.0M 133k 67.61
Ishares Tr cmn (STIP) 1.6 $8.6M 87k 99.68
Jp Morgan Alerian Mlp Index (AMJ) 1.5 $8.1M 318k 25.51
Schwab Emerging Markets Equity ETF (SCHE) 1.5 $8.0M 306k 26.01
Spdr Ser Tr cmn (FLRN) 1.4 $7.5M 245k 30.70
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.3 $7.1M 82k 86.87
Wisdomtree Tr blmbrg fl tr 1.3 $7.0M 279k 25.08
Goldman Sachs Etf Tr (GSLC) 1.2 $6.6M 116k 56.83
First Trust Financials AlphaDEX (FXO) 1.1 $5.8M 193k 30.26
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) 0.9 $5.1M 30k 170.09
First Trust Large Cap Value Opp Fnd (FTA) 0.9 $4.9M 95k 51.58
Invesco Actively Managd Etf optimum yield (PDBC) 0.9 $4.9M 293k 16.61
Apple (AAPL) 0.9 $4.7M 25k 189.96
Ishares Tr (LRGF) 0.9 $4.6M 149k 31.03
Sch Us Mid-cap Etf etf (SCHM) 0.9 $4.6M 83k 55.39
Ishares Tr 0-5yr hi yl cp (SHYG) 0.8 $4.4M 95k 46.71
Goldman Sachs Etf Tr activebeta eme (GEM) 0.8 $4.4M 136k 32.54
Wisdomtree Tr brclys us aggr (AGGY) 0.8 $4.4M 88k 49.83
Vanguard Mid-Cap Growth ETF (VOT) 0.8 $4.3M 30k 142.75
WisdomTree SmallCap Dividend Fund (DES) 0.8 $4.3M 157k 27.54
WisdomTree Equity Income Fund (DHS) 0.8 $4.1M 56k 72.48
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.8 $4.1M 74k 55.15
WisdomTree MidCap Earnings Fund (EZM) 0.8 $4.1M 104k 39.34
Schwab U S Small Cap ETF (SCHA) 0.7 $3.9M 56k 69.94
Itm - Vaneck Vectors Amt Free Int Muni (ITM) 0.7 $3.9M 79k 48.80
First Trust Large Cap Core Alp Fnd (FEX) 0.7 $3.8M 64k 59.51
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.7 $3.8M 33k 115.71
Db-x Msci Japan Etf equity (DBJP) 0.7 $3.8M 94k 39.79
D First Tr Exchange-traded (FPE) 0.7 $3.7M 195k 19.06
Ishares Inc factorselect msc (EMGF) 0.7 $3.7M 86k 42.75
Dbx Etf Tr msci em hdg eq (DBEZ) 0.7 $3.6M 121k 29.91
WisdomTree Emerging Markets Eq (DEM) 0.7 $3.6M 81k 43.85
Schwab Strategic Tr us aggregate b (SCHZ) 0.7 $3.6M 69k 51.88
Ishares Tr msci usavalfct (VLUE) 0.6 $3.4M 43k 79.85
Invesco Exchange Traded Fd T s&p500 pur val (RPV) 0.6 $3.4M 54k 63.06
Pgx etf (PGX) 0.6 $3.4M 233k 14.50
Invesco Variable Rate Investment Grade Etf var rate invt (VRIG) 0.6 $3.4M 135k 24.88
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.6 $3.2M 26k 124.36
iShares S&P US Pref Stock Idx Fnd (PFF) 0.6 $3.1M 85k 36.55
WisdomTree MidCap Dividend Fund (DON) 0.6 $3.1M 86k 35.79
Schwab U S Large Cap Growth ETF (SCHG) 0.6 $3.1M 39k 79.44
Ishares Tr hdg msci eafe (HEFA) 0.6 $3.1M 108k 28.87
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.6 $3.0M 25k 119.05
Schwab Intl Small Cap Equity ETF (SCHC) 0.6 $3.0M 94k 32.25
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.6 $3.0M 58k 52.36
Market Vectors Etf High Yield Muni Index etf (HYD) 0.6 $2.9M 47k 62.77
WisdomTree Total Dividend Fund (DTD) 0.5 $2.9M 31k 94.65
Ubs Ag Jersey Brh Alerian Infrst 0.5 $2.9M 128k 22.72
Goldman Sachs Etf Tr activebeta int (GSIE) 0.5 $2.8M 101k 28.05
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.5 $2.8M 25k 112.17
Wmte Japan Hd Sml (DXJS) 0.5 $2.8M 70k 39.75
Wisdomtree Us Smallcap Dividen mf (DGRS) 0.5 $2.7M 79k 34.68
Wisdomtree Tr eur hdg smlcap (EUSC) 0.5 $2.7M 91k 30.16
First Tr Exch Trd Alpha Fd I emerg mkt alph (FEM) 0.5 $2.4M 95k 25.03
Hd Supply 0.4 $2.3M 52k 43.37
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.4 $2.3M 42k 53.86
Technology SPDR (XLK) 0.4 $2.2M 29k 74.00
WisdomTree SmallCap Earnings Fund (EES) 0.4 $2.2M 60k 36.11
First Tr Exch Trd Alphadex mid cp gr alph (FNY) 0.4 $2.2M 51k 43.19
iShares S&P 500 Growth Index (IVW) 0.4 $2.1M 12k 172.35
iShares Lehman MBS Bond Fund (MBB) 0.4 $2.1M 20k 106.38
First Tr Exch Trd Alphadex sml cp grw a (FYC) 0.4 $2.0M 42k 46.17
Invesco Exchange Traded Fd T russel 200 gwt (SPGP) 0.4 $2.0M 37k 53.38
iShares NASDAQ Biotechnology Index (IBB) 0.4 $1.9M 17k 111.82
Ishares Msci Usa Quality Facto invalid (QUAL) 0.4 $1.9M 21k 88.56
Invesco Qqq Trust Series 1 (QQQ) 0.4 $1.9M 11k 179.64
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.3 $1.9M 16k 113.35
Spdr Short-term High Yield mf (SJNK) 0.3 $1.8M 67k 27.25
Ishares Inc core msci emkt (IEMG) 0.3 $1.8M 35k 51.71
Ishares Tr usa min vo (USMV) 0.3 $1.8M 30k 58.80
Ishares Tr hdg msci japan (HEWJ) 0.3 $1.7M 57k 30.79
Ishares Tr msci usa smlcp (SMLF) 0.3 $1.8M 44k 40.11
iShares Russell 2000 Growth Index (IWO) 0.3 $1.7M 8.7k 196.68
First Tr Exchange Traded Fd multi asset di (MDIV) 0.3 $1.7M 92k 18.38
First Trust Mid Cap Core Alpha Fnd (FNX) 0.3 $1.6M 24k 67.06
Ishares Tr fltg rate nt (FLOT) 0.3 $1.7M 33k 50.92
Spdr S&p 500 Etf (SPY) 0.3 $1.6M 5.6k 282.47
Ishares Tr cur hdg ms emu (HEZU) 0.3 $1.6M 55k 29.35
iShares Barclays TIPS Bond Fund (TIP) 0.3 $1.4M 13k 113.08
Schwab Strategic Tr cmn (SCHV) 0.3 $1.4M 26k 54.76
Ishares Inc em mkt min vol (EEMV) 0.3 $1.5M 25k 59.29
Vanguard Short Term Corporate Bond ETF (VCSH) 0.3 $1.4M 17k 79.77
iShares S&P MidCap 400 Index (IJH) 0.2 $1.4M 7.1k 189.42
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.2 $1.4M 26k 52.15
Spdr Series Trust cmn (HYMB) 0.2 $1.3M 23k 57.45
Vanguard Financials ETF (VFH) 0.2 $1.2M 19k 64.52
Vanguard High Dividend Yield ETF (VYM) 0.2 $1.2M 14k 85.63
Schwab International Equity ETF (SCHF) 0.2 $1.2M 39k 31.32
Etf Managers Tr purefunds ise cy (HACK) 0.2 $1.2M 31k 40.01
Global X Fds rbtcs artfl in (BOTZ) 0.2 $1.2M 62k 20.08
iShares S&P 500 Index (IVV) 0.2 $1.2M 4.2k 284.51
Vanguard Small-Cap Value ETF (VBR) 0.2 $1.2M 9.0k 128.69
iShares Russell 3000 Growth Index (IUSG) 0.2 $1.2M 20k 60.31
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 0.2 $1.2M 43k 28.11
iShares Dow Jones US Financial (IYF) 0.2 $1.1M 9.7k 118.10
iShares S&P Global Technology Sect. (IXN) 0.2 $1.0M 6.0k 171.09
Invesco S&p 500 Low Volatility Etf (SPLV) 0.2 $996k 19k 52.65
iShares MSCI Emerging Markets Indx (EEM) 0.2 $980k 23k 42.90
Alerian Mlp Etf 0.2 $982k 98k 10.03
First Trust DJ Internet Index Fund (FDN) 0.2 $956k 6.9k 138.83
First Trust Small Cap Cr AlphaDEX (FYX) 0.2 $901k 15k 61.66
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $896k 16k 57.43
First Tr Exchange-traded Fd cmn (HYLS) 0.2 $827k 17k 47.79
Exchange Traded Concepts Tr robo stx glb etf (ROBO) 0.2 $870k 23k 38.72
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.2 $848k 6.6k 127.63
Microsoft Corporation (MSFT) 0.1 $780k 6.6k 117.97
iShares S&P SmallCap 600 Index (IJR) 0.1 $814k 11k 77.16
WisdomTree Total Earnings Fund (RESP) 0.1 $768k 24k 32.29
Wisdomtree Tr em mkts dvd gr (DGRE) 0.1 $733k 30k 24.74
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.1 $733k 14k 51.29
Invesco Exchange Traded Fd Tr etf (PEY) 0.1 $764k 43k 17.87
iShares S&P SmallCap 600 Growth (IJT) 0.1 $687k 3.9k 178.40
Vanguard Malvern Fds strm infproidx (VTIP) 0.1 $717k 15k 48.65
Goldman Sachs Etf Tr cmn (GVIP) 0.1 $682k 12k 56.47
JPMorgan Chase & Co. (JPM) 0.1 $643k 6.4k 101.18
iShares S&P MidCap 400 Growth (IJK) 0.1 $614k 2.8k 219.13
iShares Dow Jones US Technology (IYW) 0.1 $644k 3.4k 190.53
Facebook Inc cl a (META) 0.1 $638k 3.8k 166.62
Bank of America Corporation (BAC) 0.1 $584k 21k 27.60
Johnson & Johnson (JNJ) 0.1 $586k 4.2k 139.79
iShares Russell Midcap Growth Idx. (IWP) 0.1 $602k 4.4k 135.68
Vanguard Small-Cap Growth ETF (VBK) 0.1 $598k 3.3k 179.69
Vanguard Mid-Cap ETF (VO) 0.1 $590k 3.7k 160.81
Invesco Exchange Traded Fd T rusel 2000 val (XSVM) 0.1 $595k 20k 29.57
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $547k 15k 37.24
Alibaba Group Holding (BABA) 0.1 $508k 2.8k 182.60
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.1 $542k 17k 32.17
Amazon (AMZN) 0.1 $467k 262.00 1782.44
iShares Dow Jones Select Dividend (DVY) 0.1 $498k 5.1k 98.26
Vanguard Emerging Markets ETF (VWO) 0.1 $463k 11k 42.46
WisdomTree Emerging Mkts Small Cp Div (DGS) 0.1 $479k 10k 47.15
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.1 $456k 4.3k 106.05
Vanguard REIT ETF (VNQ) 0.1 $496k 5.7k 86.99
Invesco Exchange Traded Fd T s&p mdcp400 pr (RFG) 0.1 $461k 3.1k 151.05
Cisco Systems (CSCO) 0.1 $414k 7.7k 53.93
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $434k 2.9k 147.42
First Trust ISE Water Index Fund (FIW) 0.1 $411k 8.1k 51.04
Ishares Tr 0-5yr invt gr cp (SLQD) 0.1 $403k 8.0k 50.43
McDonald's Corporation (MCD) 0.1 $387k 2.0k 190.08
Home Depot (HD) 0.1 $385k 2.0k 191.73
Amgen (AMGN) 0.1 $366k 1.9k 189.83
iShares Dow Jones US Utilities (IDU) 0.1 $397k 2.7k 147.31
Berkshire Hathaway (BRK.B) 0.1 $325k 1.6k 200.74
Walt Disney Company (DIS) 0.1 $299k 2.7k 110.91
Chevron Corporation (CVX) 0.1 $322k 2.6k 123.23
Intel Corporation (INTC) 0.1 $343k 6.4k 53.63
Lockheed Martin Corporation (LMT) 0.1 $328k 1.1k 300.09
Vanguard Information Technology ETF (VGT) 0.1 $323k 1.6k 200.37
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.1 $344k 5.8k 59.70
First Trust Health Care AlphaDEX (FXH) 0.1 $313k 4.1k 76.32
UBS AG LONDON BRH ETRAC Aler Mlp etp 0.1 $339k 21k 16.04
Wisdomtree Tr germany hedeq 0.1 $330k 12k 28.67
First Tr Exchange Traded Fd rba indl etf (AIRR) 0.1 $319k 13k 24.36
Etf Managers Tr tierra xp latin (MJ) 0.1 $335k 9.2k 36.41
Invesco S&p 500 Equal Weight Etf (RSP) 0.1 $323k 3.1k 104.33
Invesco Kbw Premium Yield Equity Reit Etf etf (KBWY) 0.1 $335k 11k 30.71
Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) 0.1 $322k 2.8k 113.30
Pfizer (PFE) 0.1 $245k 5.8k 42.41
Netflix (NFLX) 0.1 $266k 745.00 357.05
iShares Russell 1000 Growth Index (IWF) 0.1 $261k 1.7k 151.57
iShares Morningstar Mid Core Index (IMCB) 0.1 $272k 1.4k 188.24
WisdomTree DEFA Equity Income Fund (DTH) 0.1 $254k 6.3k 40.20
Ishares Tr s^p aggr all (AOA) 0.1 $268k 5.0k 53.48
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.1 $243k 8.1k 30.03
FedEx Corporation (FDX) 0.0 $211k 1.2k 181.74
Verizon Communications (VZ) 0.0 $236k 4.0k 59.25
Stericycle (SRCL) 0.0 $209k 3.8k 54.33
iShares iBoxx $ High Yid Corp Bond (HYG) 0.0 $237k 2.7k 86.43
WisdomTree Intl. SmallCap Div (DLS) 0.0 $229k 3.5k 65.88
First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) 0.0 $219k 4.7k 46.17
First Tr Mid Cap Val Etf equity (FNK) 0.0 $229k 6.6k 34.49
Wp Carey (WPC) 0.0 $200k 2.6k 78.37
Invesco Financial Preferred Et other (PGF) 0.0 $238k 13k 18.22
Pza etf (PZA) 0.0 $230k 9.0k 25.67
Invesco Exchange Traded Fd T rusel 2000 pur (XSMO) 0.0 $231k 6.4k 36.36
Freeport-mcmoran Copper & Go option 0.0 $0 10k 0.00