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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%
-
+0.24%
+0.51%
2917.594
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
1,720,326
82799.270
+1.42%
8.770
+0.12%
-
+0.12%
+0.08%
11108.925
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
871,055
67985.810
-0.62%
7.200
-0.04%
-
+5.70%
+18.53%
14748.265
 
LRGF 		iShares U.S. Equity Factor ETF
1,014,142
56477.550
-2.27%
5.980
-0.14%
-
+6.85%
+23.11%
2217.604
 
INTF 		iShares International Equity Factor ETF
1,757,938
51384.520
-0.98%
5.440
-0.06%
-
+0.94%
+6.99%
1193.529
 
IGSB 		iShares 1-3 Year Credit Bond ETF
998,412
51158.640
+1.66%
5.420
+0.09%
-
+0.50%
+1.42%
20890.443
 
JAGG 		JAGG
848,701
38539.510
+4.13%
4.080
+0.16%
-
-0.02%
-1.25%
0.000
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
1,086,324
38108.230
-1.46%
4.040
-0.06%
-
+1.04%
+5.73%
20817.244
 
SMLF 		iShares U.S. Small-Cap Equity Factor ETF
455,822
27900.860
-0.14%
2.960
0%
-
+2.46%
+13.50%
1361.889
 
MBB 		iShares MBS ETF
255,071
23418.070
+3.87%
2.480
+0.09%
-
-0.46%
-1.21%
33383.725
 

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
$50.78
1.24%
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
$50.66
0.46%
Reduce -99.23%
6,044
-783,569
ARKK 		ARK Innovation ETF2024-06-30Reduce
-0.29%
●
42 ($44.66) 49.24
$48.23
7.99%
Reduce -38.86%
85,343
-54,235
XT 		ISHARES TRUST2024-06-30Add
+0.23%
●
54.45 ($58.08) 59.72
$59.79
2.94%
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
$59.45
10.69%
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
$24.25
-49.44%
Add 1.42%
1,720,326
24,054
AVSF 		Avantis Short-Term Fixed Income ETF2024-06-30Add
+0.09%
●
45.72 ($46) 46.2
$46.52
1.13%
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
$52.01
1.96%
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

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