Bsc Private Wealth Management

Clearwater Capital Partners as of Dec. 31, 2017

Portfolio Holdings for Clearwater Capital Partners

Clearwater Capital Partners holds 175 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
WisdomTree Japan Total Dividend (DXJ) 5.3 $24M 404k 59.33
wisdomtreetrusdivd.. (DGRW) 4.8 $22M 526k 41.43
Wisdomtree Tr intl hedge eqt (HEDJ) 4.1 $19M 293k 63.71
First Trust Large Cap GO Alpha Fnd (FTC) 3.9 $18M 289k 61.19
WisdomTree LargeCap Dividend Fund (DLN) 2.7 $12M 134k 92.12
Powershares Etf Tr Ii var rate pfd por 2.6 $12M 468k 25.66
Financial Select Sector SPDR (XLF) 2.6 $12M 423k 27.91
First Tr Exchange Traded Fd nasd tech div (TDIV) 2.5 $11M 318k 35.20
Vanguard Growth ETF (VUG) 2.1 $9.8M 70k 140.65
Jp Morgan Alerian Mlp Index 2.1 $9.4M 343k 27.47
Powershares Senior Loan Portfo mf 2.0 $8.9M 387k 23.04
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.9 $8.5M 97k 87.39
iShares iBoxx $ High Yid Corp Bond (HYG) 1.9 $8.4M 97k 87.26
First Tr Exchange Traded Fd senior ln (FTSL) 1.8 $8.3M 174k 48.04
First Trust Financials AlphaDEX (FXO) 1.7 $7.8M 248k 31.32
Vanguard Mid-Cap Growth ETF (VOT) 1.4 $6.3M 49k 127.73
Goldman Sachs Etf Tr (GSLC) 1.4 $6.3M 118k 53.36
Db-x Msci Japan Etf equity (DBJP) 1.4 $6.2M 142k 44.09
Dbx Etf Tr msci em hdg eq (DBEZ) 1.3 $6.0M 199k 30.35
WisdomTree SmallCap Dividend Fund (DES) 1.3 $5.9M 204k 29.05
First Trust Large Cap Value Opp Fnd (FTA) 1.2 $5.6M 103k 54.63
Goldman Sachs Etf Tr activebeta eme (GEM) 1.2 $5.4M 150k 35.81
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.2 $5.3M 48k 110.73
SPDR Barclays Capital High Yield B 1.1 $5.0M 138k 36.72
Wmte Japan Hd Sml (OPPJ) 1.0 $4.4M 95k 46.10
First Tr Exch Trd Alpha Fd I emerg mkt alph (FEM) 1.0 $4.4M 157k 27.90
WisdomTree Emerging Markets Eq (DEM) 0.9 $4.3M 96k 45.35
PowerShares Hgh Yield Corporate Bnd 0.9 $4.3M 228k 18.95
WisdomTree Equity Income Fund (DHS) 0.9 $4.3M 59k 72.85
First Trust Large Cap Core Alp Fnd (FEX) 0.9 $4.2M 72k 58.54
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.9 $4.2M 34k 121.55
Apple (AAPL) 0.9 $4.0M 24k 169.22
PowerShares Preferred Portfolio 0.9 $4.0M 267k 14.86
Wisdomtree Us Smallcap Dividen mf (DGRS) 0.8 $3.9M 108k 35.72
WisdomTree MidCap Dividend Fund (DON) 0.8 $3.8M 109k 35.28
Wisdomtree Tr eur hdg smlcap (OPPE) 0.8 $3.8M 124k 31.10
Rydex S&P Equal Weight Technology 0.8 $3.8M 26k 142.97
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.8 $3.8M 158k 24.07
WisdomTree Total Dividend Fund (DTD) 0.8 $3.7M 40k 92.97
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.8 $3.7M 33k 111.33
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.8 $3.7M 70k 52.44
iShares Lehman MBS Bond Fund (MBB) 0.8 $3.6M 34k 106.58
Vaneck Vectors Etf Tr High Yld Mun Etf 0.8 $3.4M 110k 31.20
First Tr Exchange Traded Fd multi asset di (MDIV) 0.7 $3.4M 177k 19.01
Ubs Ag Jersey Brh Alerian Infrst 0.7 $3.3M 138k 24.19
Schwab U S Large Cap Growth ETF (SCHG) 0.7 $3.3M 46k 70.71
Rydex Etf Trust s^p500 pur val 0.7 $3.1M 47k 66.30
Rydex S&P 500 Pure Growth ETF 0.7 $3.0M 29k 104.85
Powershares Kbw Etf equity 0.6 $2.9M 83k 35.41
First Tr Exch Trd Alphadex mid cp gr alph (FNY) 0.6 $2.9M 74k 39.19
WisdomTree MidCap Earnings Fund (EZM) 0.6 $2.8M 71k 39.68
Vanguard REIT ETF (VNQ) 0.6 $2.7M 33k 82.99
Ishares Tr cur hdg ms emu (HEZU) 0.6 $2.6M 88k 29.81
Technology SPDR (XLK) 0.6 $2.6M 40k 63.96
iShares S&P 500 Growth Index (IVW) 0.6 $2.5M 17k 152.79
Ishares Tr hdg msci japan (HEWJ) 0.6 $2.5M 76k 33.34
First Trust Mid Cap Core Alpha Fnd (FNX) 0.5 $2.5M 37k 65.72
Powershares Etf equity 0.5 $2.4M 53k 45.43
iShares Russell 2000 Growth Index (IWO) 0.5 $2.4M 13k 186.68
PowerShares FTSE RAFI US 1000 0.5 $2.3M 21k 113.60
First Tr Exch Trd Alphadex sml cp grw a (FYC) 0.5 $2.3M 55k 42.52
WisdomTree SmallCap Earnings Fund (EES) 0.5 $2.3M 63k 36.22
Db-x Msci Eafe Currency-hedged (DBEF) 0.5 $2.2M 69k 31.78
iShares S&P US Pref Stock Idx Fnd (PFF) 0.5 $2.1M 55k 38.06
Vanguard Short Term Corporate Bond ETF (VCSH) 0.5 $2.1M 26k 79.29
First Trust Small Cap Cr AlphaDEX (FYX) 0.4 $2.0M 32k 61.18
Ishares Tr 0-5yr hi yl cp (SHYG) 0.4 $1.9M 40k 47.12
PowerShares QQQ Trust, Series 1 0.4 $1.8M 12k 155.75
Vanguard Small-Cap Value ETF (VBR) 0.4 $1.8M 14k 132.75
Schwab Strategic Tr cmn (SCHV) 0.4 $1.8M 33k 54.67
Vanguard Financials ETF (VFH) 0.4 $1.7M 24k 70.03
Alerian Mlp Etf 0.4 $1.7M 155k 10.79
PowerShares High Yld. Dividend Achv 0.4 $1.7M 96k 17.81
iShares Dow Jones US Financial (IYF) 0.4 $1.7M 14k 119.45
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.4 $1.6M 31k 53.51
Vanguard High Dividend Yield ETF (VYM) 0.3 $1.6M 19k 85.62
Ishares Tr usa min vo (USMV) 0.3 $1.5M 29k 52.77
Ishares Tr hdg msci eafe (HEFA) 0.3 $1.6M 53k 29.68
First Tr Exchange Traded Fd rba indl etf (AIRR) 0.3 $1.5M 55k 27.41
Spdr S&p 500 Etf (SPY) 0.3 $1.5M 5.5k 266.82
Schwab Emerging Markets Equity ETF (SCHE) 0.3 $1.4M 52k 27.94
Sch Us Mid-cap Etf etf (SCHM) 0.3 $1.4M 27k 53.28
Wisdomtree Tr em mkts dvd gr (DGRE) 0.3 $1.3M 50k 27.24
First Tr Exchange-traded Fd cmn (HYLS) 0.3 $1.3M 28k 48.57
iShares S&P MidCap 400 Index (IJH) 0.3 $1.3M 6.8k 189.77
Spdr Series Trust cmn (HYMB) 0.3 $1.3M 23k 55.65
PowerShares VRDO Tax Free Weekly Por ETF 0.3 $1.2M 49k 24.90
Ishares Inc em mkt min vol (EEMV) 0.3 $1.2M 20k 60.74
iShares MSCI Emerging Markets Indx (EEM) 0.2 $1.1M 24k 47.13
PowerShares FTSE RAFI US 1500 Small-Mid 0.2 $1.1M 8.8k 129.86
Hd Supply 0.2 $1.1M 28k 40.04
iShares Russell 3000 Growth Index (IUSG) 0.2 $1.1M 21k 53.77
PowerShares Dynamic Small Cap Value 0.2 $1.1M 35k 30.80
iShares Russell Midcap Growth Idx. (IWP) 0.2 $1.0M 8.4k 120.61
Vanguard Small-Cap Growth ETF (VBK) 0.2 $996k 6.2k 160.88
iShares S&P Global Technology Sect. (IXN) 0.2 $1.0M 6.5k 153.65
Spdr Short-term High Yield mf (SJNK) 0.2 $950k 35k 27.55
Powershares Etf Tr Ii s^p500 low vol 0.2 $908k 19k 47.75
Wisdomtree Tr jap hdg div 0.2 $922k 32k 28.95
iShares S&P SmallCap 600 Growth (IJT) 0.2 $864k 5.1k 170.25
iShares Dow Jones US Technology (IYW) 0.2 $845k 5.2k 162.72
WisdomTree Total Earnings Fund 0.2 $850k 27k 31.89
WisdomTree Emerging Mkts Small Cp Div (DGS) 0.2 $839k 16k 52.14
iShares S&P MidCap 400 Growth (IJK) 0.2 $777k 3.6k 215.83
Facebook Inc cl a (META) 0.2 $783k 4.4k 176.47
D First Tr Exchange-traded (FPE) 0.2 $752k 38k 20.02
iShares S&P 500 Index (IVV) 0.2 $714k 2.7k 268.83
PowerShares Fin. Preferred Port. 0.2 $727k 39k 18.86
First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) 0.1 $673k 13k 52.41
Ishares Tr fltg rate nt (FLOT) 0.1 $703k 14k 50.80
Rydex S&P MidCap 400 Pure Growth ETF 0.1 $622k 4.0k 154.15
Ishares Tr s^p aggr all (AOA) 0.1 $643k 12k 53.86
Vanguard Mid-Cap ETF (VO) 0.1 $570k 3.7k 154.72
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $590k 18k 33.03
First Tr Mid Cap Val Etf equity (FNK) 0.1 $589k 16k 36.28
Ishares Inc core msci emkt (IEMG) 0.1 $590k 10k 56.93
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.1 $604k 22k 27.58
JPMorgan Chase & Co. (JPM) 0.1 $558k 5.2k 106.94
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.1 $560k 2.5k 227.46
Rydex Etf Trust s^psc600 purgr 0.1 $544k 4.7k 114.57
Ishares Tr 0-5yr invt gr cp (SLQD) 0.1 $535k 11k 50.22
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 0.1 $536k 23k 23.13
Bank of America Corporation (BAC) 0.1 $507k 17k 29.50
UBS AG LONDON BRH ETRAC Aler Mlp etp 0.1 $487k 28k 17.33
Microsoft Corporation (MSFT) 0.1 $441k 5.2k 85.50
Home Depot (HD) 0.1 $447k 2.4k 189.33
iShares NASDAQ Biotechnology Index (IBB) 0.1 $450k 4.2k 107.60
Vanguard Dividend Appreciation ETF (VIG) 0.1 $435k 4.3k 101.97
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $452k 2.9k 153.53
Johnson & Johnson (JNJ) 0.1 $392k 2.8k 139.65
At&t (T) 0.1 $412k 11k 38.90
Amgen (AMGN) 0.1 $398k 2.3k 174.03
First Trust Health Care AlphaDEX (FXH) 0.1 $397k 5.7k 69.88
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $425k 6.7k 63.80
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.1 $413k 8.6k 47.96
iShares Dow Jones Select Dividend (DVY) 0.1 $383k 3.9k 98.64
Ishares Core Intl Stock Etf core (IXUS) 0.1 $379k 6.0k 63.07
Wisdomtree Tr germany hedeq 0.1 $371k 12k 32.23
Intel Corporation (INTC) 0.1 $304k 6.6k 46.22
iShares S&P SmallCap 600 Index (IJR) 0.1 $299k 3.9k 76.84
Vanguard Emerging Markets ETF (VWO) 0.1 $297k 6.5k 45.88
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.1 $315k 3.0k 105.00
SPDR DJ Wilshire REIT (RWR) 0.1 $297k 3.2k 93.57
Vanguard Information Technology ETF (VGT) 0.1 $332k 2.0k 164.60
iShares S&P Growth Allocation Fund (AOR) 0.1 $309k 6.9k 44.89
Schwab U S Small Cap ETF (SCHA) 0.1 $320k 4.6k 69.73
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.1 $315k 6.7k 47.25
McDonald's Corporation (MCD) 0.1 $290k 1.7k 172.21
Walt Disney Company (DIS) 0.1 $285k 2.6k 107.59
Chevron Corporation (CVX) 0.1 $287k 2.3k 125.00
Verizon Communications (VZ) 0.1 $256k 4.8k 52.86
Lockheed Martin Corporation (LMT) 0.1 $277k 862.00 321.35
Stericycle (SRCL) 0.1 $276k 4.1k 67.91
Celgene Corporation 0.1 $295k 2.8k 104.42
iShares Russell 1000 Growth Index (IWF) 0.1 $275k 2.0k 134.74
iShares Morningstar Mid Core Index (IMCB) 0.1 $268k 1.4k 185.47
WisdomTree Intl. SmallCap Div (DLS) 0.1 $258k 3.4k 76.88
WisdomTree DEFA Equity Income Fund (DTH) 0.1 $286k 6.5k 44.32
Alibaba Group Holding (BABA) 0.1 $267k 1.5k 172.70
Berkshire Hathaway (BRK.B) 0.1 $212k 1.1k 198.13
FedEx Corporation (FDX) 0.1 $211k 845.00 249.70
Cisco Systems (CSCO) 0.1 $245k 6.4k 38.38
Altria (MO) 0.1 $215k 3.0k 71.57
Rydex S&P Equal Weight ETF 0.1 $235k 2.3k 100.95
SPDR S&P MidCap 400 ETF (MDY) 0.1 $246k 712.00 345.51
iShares Morningstar Large Core Idx (ILCB) 0.1 $242k 1.5k 159.21
iShares S&P Global Telecommunicat. (IXP) 0.1 $230k 3.8k 60.64
PowerShares Dynamic Sm. Cap Growth 0.1 $224k 7.0k 32.13
PowerShares Insured Nati Muni Bond 0.1 $231k 9.0k 25.78
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $232k 4.1k 56.93
First Tr Exch Trd Alphadex mega cap alpha 0.1 $223k 6.7k 33.52
First Tr Small Cap Etf equity (FYT) 0.1 $211k 5.7k 36.86
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.1 $208k 5.6k 37.44
Etf Managers Tr purefunds ise cy 0.1 $238k 7.5k 31.64
Vanguard Mega Cap 300 Index (MGC) 0.0 $205k 2.2k 91.97