Bsc Private Wealth Management

Clearwater Capital Advisors as of March 31, 2022

Portfolio Holdings for Clearwater Capital Advisors

Clearwater Capital Advisors holds 169 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 8.6 $75M 1.2M 63.67
Ishares U S Etf Tr Blackrock St Mat (NEAR) 7.1 $62M 1.2M 49.57
Ishares Tr Msci Usa Multift (LRGF) 5.4 $48M 1.1M 44.48
Ishares Tr Msci Intl Multft (INTF) 5.0 $43M 1.6M 27.67
Spdr Ser Tr Bloomberg Invt (FLRN) 4.0 $35M 1.1M 30.49
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 3.9 $34M 913k 37.71
Ishares Tr Blackrock Ultra (ICSH) 3.8 $33M 658k 50.15
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 3.4 $30M 1.6M 19.02
Wisdomtree Tr Us High Dividend (DHS) 3.3 $28M 323k 88.09
Ishares Tr Msci Usa Sml Cp (SMLF) 3.1 $27M 488k 54.57
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.0 $26M 248k 104.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.8 $24M 451k 53.85
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.5 $21M 770k 27.77
Ishares Tr Residential Mult (REZ) 1.9 $17M 174k 95.91
Wisdomtree Tr Enhncd Cmmdty St (GCC) 1.9 $17M 657k 25.26
Ishares Msci Emerg Mkt (EMGF) 1.8 $15M 317k 48.39
Ishares Tr Intl Sel Div Etf (IDV) 1.7 $15M 478k 31.76
Vaneck Etf Trust Gold Miners Etf (GDX) 1.7 $15M 393k 38.35
Global X Fds Internet Of Thng (SNSR) 1.7 $15M 449k 33.27
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.6 $14M 274k 51.72
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.5 $13M 242k 53.11
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $12M 260k 47.36
Wisdomtree Tr Em Ex St-owned (XSOE) 1.3 $12M 353k 32.66
First Tr Exchange Traded Wtr Etf (FIW) 1.2 $11M 127k 84.29
Apple (AAPL) 1.2 $11M 61k 174.61
Global X Fds Rbtcs Artfl Inte (BOTZ) 1.1 $9.8M 336k 29.01
Ark Etf Tr Genomic Rev Etf (ARKG) 1.1 $9.4M 205k 45.93
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.1 $9.2M 121k 75.86
Wisdomtree Tr Us Midcap Fund (EZM) 1.0 $8.3M 152k 54.68
Wisdomtree Tr Us Largecap Divd (DLN) 0.9 $8.3M 126k 65.72
Vanguard Index Fds Growth Etf (VUG) 0.9 $8.3M 29k 287.61
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.9 $8.2M 172k 47.85
Wisdomtree Tr Cloud Computng (WCLD) 0.9 $8.0M 195k 40.89
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $7.8M 205k 37.97
Ark Etf Tr Fintech Innova (ARKF) 0.8 $6.9M 239k 29.05
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $6.2M 62k 100.16
Ark Etf Tr Innovation Etf (ARKK) 0.6 $5.6M 85k 66.29
Ishares Tr National Mun Etf (MUB) 0.6 $5.1M 47k 109.63
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $4.3M 41k 104.60
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $3.8M 117k 32.73
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.4 $3.8M 76k 49.83
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $3.7M 42k 89.04
Ishares Core Msci Emkt (IEMG) 0.4 $3.3M 60k 55.54
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.4 $3.3M 98k 33.88
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.4 $3.2M 30k 106.70
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.4 $3.1M 66k 46.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.0M 8.3k 362.55
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $2.8M 208k 13.57
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.3 $2.7M 46k 58.93
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $2.5M 50k 50.52
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $2.5M 73k 33.94
Ishares Tr Exponential Tech (XT) 0.3 $2.4M 41k 59.05
Microsoft Corporation (MSFT) 0.3 $2.3M 7.4k 308.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $2.1M 28k 74.83
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.2 $2.1M 28k 73.58
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.1M 4.6k 453.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.0M 9.2k 222.79
Vanguard World Mega Grwth Ind (MGK) 0.2 $2.0M 8.3k 235.36
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.9M 29k 66.36
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $1.6M 34k 47.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.6M 44k 36.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.6M 3.5k 451.63
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $1.5M 28k 53.07
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $1.5M 23k 64.54
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $1.5M 17k 88.28
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $1.4M 36k 38.77
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $1.3M 37k 36.43
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $1.3M 21k 64.04
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $1.3M 19k 70.51
Amazon (AMZN) 0.2 $1.3M 407.00 3260.44
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $1.3M 4.6k 289.24
Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.1 $1.2M 24k 49.03
Select Sector Spdr Tr Technology (XLK) 0.1 $1.1M 7.2k 158.86
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $1.0M 41k 24.43
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $957k 5.2k 183.69
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $956k 14k 67.08
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $910k 3.4k 268.36
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.1 $898k 15k 58.29
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $884k 28k 31.88
Etf Managers Tr Prime Cybr Scrty 0.1 $854k 15k 58.70
Immunitybio (IBRX) 0.1 $830k 148k 5.61
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $822k 6.1k 134.71
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $820k 7.6k 107.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $819k 18k 45.17
Ishares Msci Gbl Gold Mn (RING) 0.1 $813k 26k 31.08
Ishares Tr Global Tech Etf (IXN) 0.1 $808k 14k 57.99
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $794k 18k 44.43
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $768k 13k 57.41
Select Sector Spdr Tr Financial (XLF) 0.1 $747k 20k 38.31
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.1 $723k 11k 68.32
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $667k 15k 45.94
NVIDIA Corporation (NVDA) 0.1 $649k 2.4k 272.92
Luminar Technologies Com Cl A (LAZR) 0.1 $639k 41k 15.64
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $618k 14k 43.78
Home Depot (HD) 0.1 $606k 2.0k 299.26
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.1 $588k 17k 34.26
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $578k 12k 47.97
Ishares Tr Hdg Msci Japan (HEWJ) 0.1 $534k 14k 38.57
Ishares Tr Msci Usa Value (VLUE) 0.1 $532k 5.1k 104.56
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $531k 2.1k 248.01
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $518k 3.1k 168.13
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $509k 9.2k 55.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $500k 2.2k 227.58
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $498k 9.7k 51.18
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $466k 1.1k 416.82
McDonald's Corporation (MCD) 0.1 $464k 1.9k 247.07
Blackstone Group Inc Com Cl A (BX) 0.1 $460k 3.6k 127.07
Amgen (AMGN) 0.1 $443k 1.8k 241.68
Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $424k 19k 22.75
Independence Holdings Corp Unit 03/02/2026 0.0 $410k 42k 9.81
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) 0.0 $410k 9.8k 42.00
Eli Lilly & Co. (LLY) 0.0 $409k 1.4k 286.21
Ishares Msci Emerg Mrkt (EEMV) 0.0 $408k 6.7k 61.00
Tesla Motors (TSLA) 0.0 $401k 372.00 1077.96
Alphabet Cap Stk Cl A (GOOGL) 0.0 $392k 141.00 2780.14
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $390k 1.5k 255.74
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $389k 3.8k 102.31
Asml Holding N V N Y Registry Shs (ASML) 0.0 $382k 572.00 667.83
Cisco Systems (CSCO) 0.0 $370k 6.6k 55.76
Kkr & Co (KKR) 0.0 $368k 6.3k 58.51
Walt Disney Company (DIS) 0.0 $363k 2.6k 137.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $352k 7.6k 46.09
Alphabet Cap Stk Cl C (GOOG) 0.0 $344k 123.00 2796.75
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $339k 691.00 490.59
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $337k 3.7k 91.08
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $326k 6.5k 49.86
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $316k 15k 21.80
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.0 $315k 13k 25.13
Ishares Tr Ishares Biotech (IBB) 0.0 $312k 2.4k 130.33
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $312k 5.9k 53.06
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.0 $307k 6.9k 44.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $304k 4.0k 76.40
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $301k 2.8k 108.66
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $296k 3.8k 77.37
Exelon Corporation (EXC) 0.0 $294k 6.2k 47.57
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $293k 3.2k 91.14
Abbvie (ABBV) 0.0 $284k 1.7k 162.38
Fiserv (FI) 0.0 $281k 2.8k 101.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $276k 781.00 353.39
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $275k 2.4k 112.43
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $264k 3.4k 77.49
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $262k 3.9k 67.25
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $261k 1.1k 237.92
Pepsi (PEP) 0.0 $258k 1.5k 167.42
Meta Platforms Cl A (META) 0.0 $251k 1.1k 222.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $248k 3.0k 83.19
Global Payments (GPN) 0.0 $248k 1.8k 136.94
Ishares Tr Select Divid Etf (DVY) 0.0 $247k 1.9k 127.91
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $245k 5.6k 44.00
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $241k 4.4k 54.90
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $238k 1.4k 171.10
Simon Property (SPG) 0.0 $237k 1.8k 131.67
Pure Storage Cl A (PSTG) 0.0 $229k 6.5k 35.38
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $229k 2.0k 114.50
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $225k 4.4k 50.61
JPMorgan Chase & Co. (JPM) 0.0 $223k 1.6k 136.39
Pfizer (PFE) 0.0 $221k 4.3k 51.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $208k 2.1k 100.68
Stericycle (SRCL) 0.0 $206k 3.5k 59.03
Palantir Technologies Cl A (PLTR) 0.0 $185k 14k 13.75
Nano Dimension Sponsord Ads New (NNDM) 0.0 $150k 42k 3.55
Etf Managers Tr Etfmg Altr Hrvst 0.0 $140k 14k 10.37
Pacific Biosciences of California (PACB) 0.0 $121k 13k 9.10
Seres Therapeutics (MCRB) 0.0 $88k 12k 7.12
Invitae (NVTAQ) 0.0 $82k 10k 8.01
Pimco High Income Com Shs (PHK) 0.0 $74k 13k 5.79
Sema4 Holdings Corp Com Cl A 0.0 $49k 16k 3.06
Compugen Ord (CGEN) 0.0 $48k 15k 3.21
Red Cat Hldgs (RCAT) 0.0 $29k 15k 2.00