Bsc Private Wealth Management

Clearwater Capital Partners as of March 31, 2017

Portfolio Holdings for Clearwater Capital Partners

Clearwater Capital Partners holds 160 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
wisdomtreetrusdivd.. (DGRW) 5.7 $21M 589k 35.28
WisdomTree Japan Total Dividend (DXJ) 5.2 $19M 379k 49.68
Wisdomtree Tr intl hedge eqt (HEDJ) 4.7 $17M 273k 62.35
First Trust Large Cap GO Alpha Fnd (FTC) 4.1 $15M 284k 52.31
WisdomTree LargeCap Dividend Fund (DLN) 3.1 $11M 138k 82.69
First Tr Exchange Traded Fd nasd tech div (TDIV) 2.8 $10M 320k 31.53
Vanguard Growth ETF (VUG) 2.7 $9.7M 80k 121.06
iShares iBoxx $ High Yid Corp Bond (HYG) 2.3 $8.3M 95k 87.32
First Tr Exchange Traded Fd senior ln (FTSL) 2.2 $8.1M 167k 48.44
Powershares Etf Tr Ii var rate pfd por 2.2 $8.1M 315k 25.56
Powershares Senior Loan Portfo mf 1.9 $7.0M 299k 23.31
First Trust Financials AlphaDEX (FXO) 1.9 $6.9M 252k 27.30
Jp Morgan Alerian Mlp Index (AMJ) 1.8 $6.7M 209k 32.17
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.7 $6.3M 73k 86.50
Financial Select Sector SPDR (XLF) 1.6 $5.7M 245k 23.47
Vanguard Mid-Cap Growth ETF (VOT) 1.4 $5.1M 46k 111.72
Dbx Etf Tr msci em hdg eq (DBEZ) 1.4 $5.0M 175k 28.75
SPDR Barclays Capital High Yield B 1.3 $4.7M 129k 36.71
Powershares Kbw Etf equity 1.3 $4.7M 127k 37.33
First Trust Large Cap Value Opp Fnd (FTA) 1.3 $4.7M 96k 48.73
Db-x Msci Japan Etf equity (DBJP) 1.2 $4.6M 123k 37.16
Goldman Sachs Etf Tr (GSLC) 1.2 $4.5M 97k 46.50
First Trust Large Cap Core Alp Fnd (FEX) 1.1 $4.2M 82k 51.13
WisdomTree Equity Income Fund (DHS) 1.1 $4.1M 60k 68.35
WisdomTree SmallCap Dividend Fund (DES) 1.1 $4.1M 52k 78.83
Vanguard Mega Cap 300 Growth Index ETF (MGK) 1.1 $3.9M 41k 95.49
PowerShares Preferred Portfolio 1.0 $3.7M 251k 14.91
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.0 $3.7M 34k 108.97
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 1.0 $3.7M 159k 23.49
WisdomTree Emerging Markets Eq (DEM) 1.0 $3.5M 86k 40.99
Powershares Etf equity 1.0 $3.5M 94k 37.18
WisdomTree Total Dividend Fund (DTD) 0.9 $3.5M 41k 83.66
Apple (AAPL) 0.9 $3.2M 22k 144.03
First Tr Exchange Traded Fd multi asset di (MDIV) 0.9 $3.2M 165k 19.48
Wisdomtree Us Smallcap Dividen mf (DGRS) 0.9 $3.2M 98k 32.26
Vanguard REIT ETF (VNQ) 0.9 $3.1M 38k 82.95
WisdomTree MidCap Dividend Fund (DON) 0.8 $3.1M 32k 96.51
First Tr Exch Trd Alpha Fd I emerg mkt alph (FEM) 0.8 $3.1M 132k 23.14
Wmte Japan Hd Sml (DXJS) 0.8 $2.9M 78k 36.74
First Tr Exch Trd Alphadex mid cp gr alph (FNY) 0.7 $2.6M 78k 32.87
Wisdomtree Tr eur hdg smlcap (EUSC) 0.7 $2.6M 93k 28.20
PowerShares Hgh Yield Corporate Bnd 0.7 $2.5M 133k 18.85
Alerian Mlp Etf 0.7 $2.4M 192k 12.71
Vaneck Vectors Etf Tr High Yld Mun Etf 0.7 $2.4M 78k 30.57
Schwab U S Large Cap Growth ETF (SCHG) 0.6 $2.3M 38k 60.19
Ubs Ag Jersey Brh Alerian Infrst 0.6 $2.3M 78k 29.14
Rydex Etf Trust s^p500 pur val 0.6 $2.2M 38k 58.14
iShares Russell 2000 Growth Index (IWO) 0.6 $2.1M 14k 157.70
Ishares Tr 0-5yr hi yl cp (SHYG) 0.6 $2.1M 45k 47.51
WisdomTree MidCap Earnings Fund (EZM) 0.6 $2.1M 60k 34.62
UBS AG LONDON BRH ETRAC Aler Mlp etp 0.6 $2.1M 102k 20.31
First Tr Exch Trd Alphadex sml cp grw a (FYC) 0.6 $2.1M 58k 35.45
First Tr Exchange-traded Fd cmn (HYLS) 0.6 $2.1M 42k 48.81
Goldman Sachs Etf Tr activebeta eme (GEM) 0.6 $2.0M 66k 30.09
Technology SPDR (XLK) 0.5 $2.0M 37k 53.07
First Trust Mid Cap Core Alpha Fnd (FNX) 0.5 $1.9M 33k 57.33
iShares Lehman MBS Bond Fund (MBB) 0.5 $1.9M 18k 106.70
Db-x Msci Eafe Currency-hedged (DBEF) 0.5 $1.9M 65k 29.33
Rydex S&P 500 Pure Growth ETF 0.5 $1.9M 21k 88.74
iShares S&P US Pref Stock Idx Fnd (PFF) 0.5 $1.8M 48k 38.60
PowerShares FTSE RAFI US 1000 0.5 $1.7M 16k 101.84
Vanguard Short Term Corporate Bond ETF (VCSH) 0.5 $1.7M 21k 79.76
Spdr Series Trust cmn (HYMB) 0.5 $1.7M 29k 56.56
Spdr Short-term High Yield mf (SJNK) 0.5 $1.6M 59k 27.83
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.4 $1.6M 30k 52.59
Ishares Tr hdg msci eafe (HEFA) 0.4 $1.5M 56k 27.34
Ishares Tr cur hdg ms emu (HEZU) 0.4 $1.5M 53k 28.44
Spdr S&p 500 Etf (SPY) 0.4 $1.5M 6.2k 234.84
Ishares Tr hdg msci japan (HEWJ) 0.4 $1.5M 53k 27.73
WisdomTree SmallCap Earnings Fund (EES) 0.4 $1.4M 45k 31.26
Schwab Strategic Tr cmn (SCHV) 0.4 $1.4M 29k 49.45
PowerShares QQQ Trust, Series 1 0.4 $1.4M 11k 131.94
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.4 $1.4M 13k 105.59
iShares Dow Jones US Financial (IYF) 0.4 $1.3M 13k 103.11
First Trust Small Cap Cr AlphaDEX (FYX) 0.4 $1.3M 25k 52.79
First Tr Exchange Traded Fd rba indl etf (AIRR) 0.4 $1.3M 56k 23.45
PowerShares High Yld. Dividend Achv 0.3 $1.2M 73k 16.98
Hd Supply 0.3 $1.2M 29k 40.34
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.3 $1.1M 9.5k 117.99
Vanguard High Dividend Yield ETF (VYM) 0.3 $1.1M 15k 77.37
Wisdomtree Tr em mkts dvd gr (DGRE) 0.3 $1.0M 45k 23.26
iShares S&P 500 Growth Index (IVW) 0.3 $1.0M 7.9k 131.25
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.3 $1.0M 20k 51.87
WisdomTree Total Earnings Fund 0.3 $943k 11k 82.93
Sch Us Mid-cap Etf etf (SCHM) 0.3 $952k 20k 46.72
Ishares Tr usa min vo (USMV) 0.3 $942k 20k 47.72
Vanguard Financials ETF (VFH) 0.2 $905k 15k 59.68
Vanguard Small-Cap Growth ETF (VBK) 0.2 $899k 6.5k 138.24
iShares MSCI Emerging Markets Indx (EEM) 0.2 $879k 22k 39.52
iShares S&P Global Technology Sect. (IXN) 0.2 $864k 7.0k 124.00
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.2 $831k 7.3k 113.40
Powershares Etf Tr Ii s^p500 low vol 0.2 $826k 19k 43.43
Rydex S&P Equal Weight Technology 0.2 $801k 6.7k 119.55
Wisdomtree Tr jap hdg div 0.2 $813k 33k 24.56
Ishares Inc em mkt min vol (EEMV) 0.2 $771k 14k 53.82
iShares S&P MidCap 400 Index (IJH) 0.2 $713k 4.2k 168.72
iShares S&P MidCap 400 Growth (IJK) 0.2 $729k 3.9k 188.42
iShares Dow Jones US Technology (IYW) 0.2 $706k 5.3k 134.45
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.2 $683k 14k 48.40
Vanguard Small-Cap Value ETF (VBR) 0.2 $666k 5.5k 120.74
iShares Russell Midcap Growth Idx. (IWP) 0.2 $657k 6.4k 102.21
Facebook Inc cl a (META) 0.2 $656k 4.6k 141.84
iShares S&P 500 Index (IVV) 0.2 $628k 2.7k 236.45
First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) 0.2 $629k 13k 48.99
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) 0.2 $605k 25k 23.86
PowerShares Fin. Preferred Port. 0.2 $579k 31k 18.78
PowerShares FTSE RAFI US 1500 Small-Mid 0.1 $537k 4.7k 114.09
iShares S&P SmallCap 600 Growth (IJT) 0.1 $496k 3.3k 148.81
Schwab Emerging Markets Equity ETF (SCHE) 0.1 $499k 21k 24.16
Vanguard Mid-Cap ETF (VO) 0.1 $480k 3.5k 137.89
PowerShares Dynamic Small Cap Value 0.1 $469k 17k 28.39
Rydex S&P MidCap 400 Pure Growth ETF 0.1 $475k 3.6k 133.09
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $473k 8.5k 55.96
Microsoft Corporation (MSFT) 0.1 $432k 6.6k 65.52
JPMorgan Chase & Co. (JPM) 0.1 $439k 5.1k 86.13
At&t (T) 0.1 $449k 11k 41.50
iShares Dow Jones US Real Estate (IYR) 0.1 $429k 5.5k 78.49
WisdomTree Emerging Mkts Small Cp Div (DGS) 0.1 $437k 9.8k 44.82
Vanguard Mega Cap 300 Index (MGC) 0.1 $424k 5.3k 80.39
D First Tr Exchange-traded (FPE) 0.1 $451k 23k 19.57
Home Depot (HD) 0.1 $403k 2.7k 146.65
Amgen (AMGN) 0.1 $395k 2.4k 162.08
iShares S&P SmallCap 600 Index (IJR) 0.1 $389k 5.8k 67.24
Vanguard Dividend Appreciation ETF (VIG) 0.1 $407k 4.6k 89.35
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $396k 2.9k 134.51
Bank of America Corporation (BAC) 0.1 $351k 15k 23.17
Johnson & Johnson (JNJ) 0.1 $369k 3.0k 124.70
Stericycle (SRCL) 0.1 $365k 4.4k 82.26
SPDR DJ Wilshire REIT (RWR) 0.1 $350k 3.8k 92.74
First Trust Health Care AlphaDEX (FXH) 0.1 $380k 6.1k 62.03
Ishares Tr s^p aggr all (AOA) 0.1 $361k 7.3k 49.65
Wisdomtree Tr germany hedeq 0.1 $347k 12k 30.15
Verizon Communications (VZ) 0.1 $331k 6.7k 49.07
Walt Disney Company (DIS) 0.1 $277k 2.4k 113.11
iShares NASDAQ Biotechnology Index (IBB) 0.1 $293k 1.0k 287.54
SPDR DJ Wilshire Small Cap Growth (SLYG) 0.1 $310k 1.5k 206.67
First Tr Mid Cap Val Etf equity (FNK) 0.1 $297k 9.1k 32.73
Chevron Corporation (CVX) 0.1 $259k 2.4k 108.55
General Electric Company 0.1 $240k 8.0k 29.92
Cisco Systems (CSCO) 0.1 $238k 7.2k 33.06
SPDR S&P MidCap 400 ETF (MDY) 0.1 $262k 850.00 308.24
iShares Dow Jones Select Dividend (DVY) 0.1 $273k 3.0k 90.82
Vanguard Information Technology ETF (VGT) 0.1 $249k 1.8k 134.89
iShares Morningstar Mid Core Index (IMCB) 0.1 $239k 1.4k 165.40
WisdomTree Intl. SmallCap Div (DLS) 0.1 $243k 3.7k 65.32
iShares S&P Growth Allocation Fund (AOR) 0.1 $266k 6.3k 42.08
WisdomTree DEFA Equity Income Fund (DTH) 0.1 $265k 6.6k 40.11
Rydex Etf Trust s^psc600 purgr 0.1 $253k 2.6k 97.27
Exxon Mobil Corporation (XOM) 0.1 $233k 2.8k 82.68
McDonald's Corporation (MCD) 0.1 $206k 1.6k 130.21
Intel Corporation (INTC) 0.1 $210k 5.8k 36.28
Lockheed Martin Corporation (LMT) 0.1 $233k 872.00 267.20
iShares Morningstar Large Core Idx (ILCB) 0.1 $215k 1.5k 141.45
PowerShares Dynamic Sm. Cap Growth 0.1 $206k 7.6k 26.93
PowerShares Insured Nati Muni Bond 0.1 $225k 9.0k 25.11
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.1 $204k 6.7k 30.64
First Tr Exch Trd Alphadex mega cap alpha 0.1 $218k 7.6k 28.83
Ishares Tr fltg rate nt (FLOT) 0.1 $226k 4.4k 50.90
Alibaba Group Holding (BABA) 0.1 $234k 2.2k 107.54
Merck & Co (MRK) 0.1 $200k 3.1k 63.51