Bsc Private Wealth Management

Clearwater Capital Advisors as of Dec. 31, 2020

Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 152 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 7.6 $57M 1.1M 53.96
Ishares U S Etf Tr Blackrock St Mat (NEAR) 7.2 $54M 1.1M 50.17
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 6.5 $49M 1.1M 45.44
Ishares Tr Blackrock Ultra (ICSH) 4.7 $36M 702k 50.52
Ishares Tr Msci Usa Multift (LRGF) 4.6 $35M 917k 37.67
Spdr Ser Tr Blomberg Brc Inv (FLRN) 4.4 $33M 1.1M 30.59
Ishares Tr Mbs Etf (MBB) 4.3 $32M 293k 110.13
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 3.7 $28M 1.4M 20.19
Ishares Tr Msci Intl Multft (INTF) 3.6 $27M 987k 27.18
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 3.3 $25M 730k 33.61
Ishares Tr Msci Usa Sml Cp (SMLF) 3.2 $24M 532k 45.76
Wisdomtree Tr Yield Enhancd Us (AGGY) 3.0 $23M 418k 53.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.5 $19M 210k 90.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.4 $18M 594k 30.65
Ishares Tr National Mun Etf (MUB) 2.3 $17M 146k 117.20
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $15M 263k 56.03
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 1.9 $14M 248k 56.24
Global X Fds Internet Of Thng (SNSR) 1.8 $14M 435k 31.79
Ishares Msci Emerg Mkt (EMGF) 1.7 $13M 260k 49.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $11M 127k 89.00
Ark Etf Tr Genomic Rev Etf (ARKG) 1.5 $11M 120k 93.26
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.4 $11M 299k 36.02
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.1 $8.3M 187k 44.38
Wisdomtree Tr Us Largecap Divd (DLN) 1.1 $8.2M 76k 107.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $8.1M 118k 68.18
Vanguard Index Fds Growth Etf (VUG) 1.1 $8.0M 32k 253.35
Global X Fds Rbtcs Artfl Inte (BOTZ) 1.0 $7.8M 236k 33.14
Apple (AAPL) 1.0 $7.2M 55k 132.70
First Tr Exchange Traded Wtr Etf (FIW) 0.9 $7.0M 97k 72.12
Wisdomtree Tr Us Midcap Fund (EZM) 0.9 $6.5M 150k 43.46
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $6.3M 167k 37.65
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.5 $3.9M 41k 96.64
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.5 $3.8M 74k 52.03
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.5 $3.8M 100k 38.17
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $3.5M 229k 15.26
Ishares Core Msci Emkt (IEMG) 0.4 $3.4M 54k 62.04
Wisdomtree Tr Cloud Computng (WCLD) 0.4 $3.3M 62k 53.58
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $3.3M 43k 75.68
Ark Etf Tr Fintech Innova (ARKF) 0.4 $3.2M 65k 49.71
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $2.9M 90k 31.90
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $2.7M 27k 102.04
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $2.7M 54k 50.72
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.4 $2.7M 54k 49.47
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 0.4 $2.7M 8.5k 314.00
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $2.6M 46k 56.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $2.4M 19k 128.40
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $2.4M 11k 212.09
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $2.3M 76k 30.47
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.3 $2.3M 35k 66.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $2.0M 29k 68.34
Vanguard World Mega Grwth Ind (MGK) 0.3 $1.9M 9.3k 203.79
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.8M 4.9k 375.36
Wisdomtree Tr Us High Dividend (DHS) 0.2 $1.7M 25k 69.35
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $1.6M 15k 108.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.6M 44k 36.00
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 0.2 $1.5M 4.1k 373.33
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $1.5M 40k 38.50
Microsoft Corporation (MSFT) 0.2 $1.4M 6.5k 222.41
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $1.4M 26k 54.94
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $1.4M 5.4k 253.55
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $1.3M 13k 104.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 23k 55.20
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $1.3M 23k 54.42
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.2 $1.2M 23k 54.25
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $1.2M 17k 73.41
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $1.2M 48k 25.94
Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.2 $1.2M 26k 45.77
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $1.1M 17k 61.56
Etf Managers Tr Prime Cybr Scrty 0.1 $1.1M 18k 57.59
Select Sector Spdr Tr Technology (XLK) 0.1 $1.0M 7.9k 130.02
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $1.0M 20k 50.78
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $1.0M 17k 60.90
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $996k 6.1k 163.01
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $981k 11k 91.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $962k 8.3k 116.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $957k 19k 51.69
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $952k 36k 26.59
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $919k 15k 61.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $907k 3.9k 229.74
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $858k 15k 56.22
Amazon (AMZN) 0.1 $847k 260.00 3257.69
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $839k 29k 29.47
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $813k 20k 41.12
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.1 $793k 13k 61.68
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $787k 20k 38.93
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $776k 22k 34.80
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $743k 10k 72.09
Ishares Tr Global Tech Etf (IXN) 0.1 $706k 2.4k 299.92
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $647k 4.0k 161.27
Ishares Tr Msci Usa Value (VLUE) 0.1 $643k 7.4k 86.90
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $613k 2.1k 286.58
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $605k 18k 34.25
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.1 $599k 19k 31.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $590k 2.2k 267.82
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $572k 8.4k 67.89
Ishares Tr Hdg Msci Japan (HEWJ) 0.1 $546k 15k 35.89
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.1 $545k 9.2k 59.03
Ishares Tr Nasdaq Biotech (IBB) 0.1 $518k 3.4k 151.55
Home Depot (HD) 0.1 $489k 1.8k 265.47
Walt Disney Company (DIS) 0.1 $488k 2.7k 181.01
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $488k 8.2k 59.48
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $469k 12k 39.55
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) 0.1 $469k 12k 39.96
Nantkwest 0.1 $454k 34k 13.33
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $422k 1.8k 232.51
Amgen (AMGN) 0.1 $422k 1.8k 230.10
Ishares Msci Emerg Mrkt (EEMV) 0.1 $419k 6.9k 61.14
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $416k 2.8k 151.11
Ishares Tr Exponential Tech (XT) 0.1 $409k 7.1k 57.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $383k 7.6k 50.10
McDonald's Corporation (MCD) 0.1 $382k 1.8k 214.73
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $382k 15k 25.30
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $356k 4.6k 77.56
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $344k 4.1k 83.27
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $323k 914.00 353.39
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $310k 3.8k 81.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $309k 1.6k 194.71
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $305k 4.2k 72.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $303k 4.8k 63.76
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $297k 6.4k 46.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $290k 691.00 419.68
Fiserv (FI) 0.0 $290k 2.5k 114.04
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $287k 6.8k 42.17
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $287k 2.5k 114.07
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $285k 2.1k 133.05
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $284k 16k 17.41
JPMorgan Chase & Co. (JPM) 0.0 $282k 2.2k 127.03
Asml Holding N V N Y Registry Shs (ASML) 0.0 $279k 572.00 487.76
Ishares Tr U.s. Tech Etf (IYW) 0.0 $279k 3.3k 85.09
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $263k 2.6k 102.49
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $260k 1.3k 206.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $257k 2.8k 91.52
Ishares Tr U.s. Finls Etf (IYF) 0.0 $255k 3.8k 66.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $253k 2.6k 97.23
Cisco Systems (CSCO) 0.0 $250k 5.6k 44.75
Stericycle (SRCL) 0.0 $249k 3.6k 69.30
Facebook Cl A (META) 0.0 $246k 899.00 273.64
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $246k 1.1k 234.29
Wisdomtree Tr Eur Hdg Smlcap (EUSC) 0.0 $243k 7.9k 30.76
Teladoc (TDOC) 0.0 $236k 1.2k 200.17
Ishares Tr Select Divid Etf (DVY) 0.0 $229k 2.4k 96.30
Eli Lilly & Co. (LLY) 0.0 $224k 1.3k 169.06
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $221k 2.1k 107.80
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $215k 1.8k 118.07
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.0 $208k 1.8k 115.56
Alphabet Cap Stk Cl C (GOOG) 0.0 $207k 118.00 1754.24
Vanguard World Fds Financials Etf (VFH) 0.0 $206k 2.8k 72.89
Crispr Therapeutics Namen Akt (CRSP) 0.0 $206k 1.3k 152.82
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.0 $201k 3.1k 65.49
Nano Dimension Sponsord Ads New (NNDM) 0.0 $177k 19k 9.11
Global X Fds Cannabis Etf 0.0 $129k 13k 9.92
Autobytel Ord 0.0 $64k 26k 2.46