CC

Clearwater Capital Advisors, LLC

13F
Clearwater Capital Advisors, LLC
Last update 2024-08-06 157 Stocks (4 new)
Value $944.00 Mil Turnover 6 %
Countries:
Top Holdings: NEAR(12.45%)SCHO(8.77%)DGRW(7.20%)LRGF(5.98%)INTF(5.44%)
Portfolio Report
Summary Stock Picks Current Portfolio
Clearwater Capital Advisors, L... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NEAR 		BlackRock Short Duration Bond ETF
2,335,367
117539.010
+55.54%
12.450
+4.45%
-
+0.72%
+0.72%
2918.421
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
1,720,326
82799.270
+1.42%
8.770
+0.12%
-
-49.67%
-49.82%
11194.755
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
871,055
67985.810
-0.62%
7.200
-0.04%
-
+5.20%
+20.29%
14910.338
 
LRGF 		iShares U.S. Equity Factor ETF
1,014,142
56477.550
-2.27%
5.980
-0.14%
-
+4.46%
+24.13%
2219.229
 
INTF 		iShares International Equity Factor ETF
1,757,938
51384.520
-0.98%
5.440
-0.06%
-
+0.89%
+9.06%
1198.770
 
IGSB 		iShares 1-3 Year Credit Bond ETF
998,412
51158.640
+1.66%
5.420
+0.09%
-
+1.37%
+1.92%
21090.068
 
JAGG 		JAGG
848,701
38539.510
+4.13%
4.080
+0.16%
-
+4.22%
+0.80%
0.000
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
1,086,324
38108.230
-1.46%
4.040
-0.06%
-
+0.96%
+7.70%
21213.793
 
SMLF 		iShares U.S. Small-Cap Equity Factor ETF
455,822
27900.860
-0.14%
2.960
0%
-
+6.53%
+15.37%
1340.529
 
MBB 		iShares MBS ETF
255,071
23418.070
+3.87%
2.480
+0.09%
-
+1.79%
+0.38%
33823.214
 

Clearwater Capital Advisors, LLC's Historical Top Holdings Breakdowns

Clearwater Capital Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NEAR 		BlackRock Short Duration Bond ETF2024-06-30Add
+4.45%
●
49.93 ($50.16) 50.33
$50.88
1.45%
Add 55.54%
2,335,367
833,916
ICSH 		BlackRock Ultra Short-Term Bond ETF2024-06-30Reduce
-4.23%
●
50.32 ($50.43) 50.55
$50.60
0.34%
Reduce -99.23%
6,044
-783,569
ARKK 		ARK Innovation ETF2024-06-30Reduce
-0.29%
●
42 ($44.66) 49.24
$47.52
6.40%
Reduce -38.86%
85,343
-54,235
XT 		ISHARES TRUST2024-06-30Add
+0.23%
●
54.45 ($58.08) 59.72
$60.75
4.61%
Add 58.51%
99,520
36,734
JAGG 		JAGG2024-06-30Add
+0.16%
●
44.5 ($45.16) 45.8
$47.25
4.63%
Add 4.13%
848,701
33,647
LRGF 		iShares U.S. Equity Factor ETF2024-06-30Reduce
-0.14%
●
50.75 ($53.71) 56.08
$59.98
11.67%
Reduce -2.27%
1,014,142
-23,549
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-06-30Add
+0.12%
●
47.75 ($47.96) 48.13
$24.31
-49.31%
Add 1.42%
1,720,326
24,054
AVSF 		Avantis Short-Term Fixed Income ETF2024-06-30Add
+0.09%
●
45.72 ($46) 46.2
$46.73
1.60%
Add 254.87%
26,069
18,723
CLTL 		CLTL2024-06-30Add
+0.09%
●
105.32 ($105.56) 105.82
$105.41
-0.15%
Add 84.4%
18,145
8,305
IGSB 		iShares 1-3 Year Credit Bond ETF2024-06-30Add
+0.09%
●
50.64 ($51.01) 51.3
$52.27
2.46%
Add 1.66%
998,412
16,298

Clearwater Capital Advisors, LLC Total Holding History ($B)

To

Clearwater Capital Advisors, LLC's Asset Allocation

To

Clearwater Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clearwater Capital Advisors, LLC's Hypothetical Growth since 2024-06-30

Clearwater Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clearwater Capital Advisors, LLC's Holdings Heat Map

Size field:

Clearwater Capital Advisors, LLC's Holdings Bubble Chart

Clearwater Capital Advisors, LLC News

  • 1

Discussions on Clearwater Capital Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.