Filer Name: CLEARWATER CAPITAL ADVISORS, LLC
CIK: 1690531
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 171
Portfolio Value: $1.02B

Clearwater Capital Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NEAR US ISHARES SH DBA ETF USD INC 2,551,764 $129M 12.61% 5.9% -
DGRW US WISDOMTREE U.S. QUALITY DIVI 849,266 $69M 6.72% -3.3% -
LRGF US ISHARES US EQUITY FACTOR ETF 1,034,725 $62M 6.11% 0.3% -
SCHO US SCHWAB SHORT-TERM US TREAS 2,447,588 $59M 5.76% 110.2% -
IGSB US ISHARES 1-5Y INV GRADE CORP 1,071,230 $55M 5.42% 3.9% -
INTF US ISHARES INTERNATIONAL EQUITY 1,830,271 $53M 5.14% 2.2% -
BBAG US JPMORGAN BETABUILDERS US AGG 944,762 $43M 4.18% 7.8% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 1,115,010 $38M 3.72% 0.1% -
LMBS US FIRST TRUST LOW DURATION OPP 723,979 $35M 3.45% 10.5% -
SMLF US ISHARES US SMALLCAP EQUITY F 447,434 $30M 2.95% -4.2% -
MBB US ISHARES MBS ETF 288,541 $26M 2.59% 9.6% -
SCHX US SCHWAB US LARGE-CAP ETF 846,320 $20M 1.92% 185.4% -
GDX US VANECK GOLD MINERS ETF 553,183 $19M 1.84% 2.1% -
SCHE US SCHWAB EMRG MRKTS EQTY ETF 693,214 $18M 1.81% 3.3% -
MUB US ISHARES NATIONAL MUNI BOND E 167,944 $18M 1.75% -3.9% -
EMGF US ISHARES EMERGING MARKETS EQU 339,156 $15M 1.50% 4.6% -
AAPL US APPLE INC 56,686 $14M 1.39% -1.9% -
AGG US ISHARES CORE U.S. AGGREGATE 145,715 $14M 1.38% 3.8% -
SCHA US SCHWAB US SMALL-CAP ETF 542,868 $14M 1.37% 104.8% -
SPMB US SPDR PORTFOLIO MORTGAGE BACK 618,461 $13M 1.30% 0.8% -
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