Clearwater Capital Advisors portfolio

What changed this quarter

136 positions with a change (17 new, 60 added to, 53 trimmed, 6 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• WisdomTree True Emerging MAR ETF−0.5 ppof portfolioSold out
  0.6% → —

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• iShares Sh DBA ETF USDNEAR12.1%
• WisdomTree U.s. Quality Divi ETFDGRW6.6%
• iShares US Equity Factor ETFLRGF6.4%
• iShares International Equity ETFINTF5.7%
• BlackRock ETF Trust IIBINC5.5%
• J P Morgan Exchange Traded FundBBAG4.3%
• STE Str SPDR PT DW EU ETFSPDW4.1%
• IsharesEMXC3.8%
• First Trust Low Duration OPP ETFLMBS3.5%
• Janus Detroit Str TrJSI3.3%
• iShares US Smallcap Equity F ETFSMLF3.1%
• American Centy ETF TrAVXC3.0%
• iShares 1-5y INV Grade ETFIGSB2.8%
• iShares MBS ETFMBB2.4%
• Schwab US Large-cap ETFSCHX2.1%
• J P Morgan Exchange Traded FundJMUB1.9%
• American Centy ETF TrAVLV1.6%
• Vaneck ETF TrustGDX1.6%
• Schwab US Small-cap ETFSCHA1.6%
• First Trust Nasdaq Cybersecu ETFCIBR1.4%
• Schwab US Mid Cap ETFSCHM1.3%
• iShares National Muni Bond E ETFMUB1.1%
• WisdomTree US Midcap FundEZM1.1%
• AppleAAPL1.1%
• Global X Robotics & Artifici ETFBOTZ1.0%
• First Trust Water ETFFIW0.9%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.8%
• ARK Blockchain & Fintech INN ETFARKF0.8%
• Ishar Fture EXP Tech ETF-usd ETFXT0.7%
• Schwab International Small-cap Equity ETFSCHC0.7%
• WisdomTree Cloud Computing ETFWCLD0.7%
• iShares Core U.s. Aggregate ETFAGG0.7%
• iShares Short-term National ETFSUB0.6%
• ImmunitybioIBRX0.5%
• MicrosoftMSFT0.4%
• Schwab International Equity ETFSCHF0.4%
• WisdomTree US Largecap Divid ETFDLN0.4%
• State Street SPDR P Mort Back Bond ETFSPMB0.4%
• iShares Msci Eafe Small-cap ETFSCZ0.4%
• Goldman Activebeta US LC ETFGSLC0.3%
• Direxion Shares ETF TrustSOXL0.3%
• NVIDIANVDA0.3%
• Global X Internet of Things ETFSNSR0.3%
• iShares Core S&P 500 ETFIVV0.3%
• Goldman Sachs Activebeta Int ETFGSIE0.2%
• Amazon.comAMZN0.2%
• First Tr Exch Traded Fund IIIFMB0.2%
• Schwab Short-term US Treas ETFSCHO0.2%
• AlphabetGOOGL · GOOG0.2%
• State Str Spdr S&P 500 ETF TSPY0.2%
• Global X Cloud Computing ETFCLOU0.1%
• Micron TechnologyMU0.1%
• Vanguard Ultra Short Bond ET ETFVUSB0.1%
• ARK Innovation ETFARKK0.1%
• ARK Genomic Revolution ETFARKG0.1%
• American Centy ETF TrAVDE0.1%
• DBX ETF TrDBEF0.1%
• WisdomTree US Total Dividend ETFDTD0.1%
• iShares Core S&P Midcap ETFIJH0.1%
• JPMorgan ChaseJPM0.1%
• IsharesRING0.1%
• Invesco Short Term Treasury ETFTBLL0.1%
• Eli LillyLLY0.1%
• Invesco QQQ Trust Series 1 ETFQQQ0.1%
• Vanguard World FundMGK0.1%
• iShares Core S&P Small-cap E ETFIJR0.1%
• IsharesIEMG0.1%
• TeslaTSLA0.1%
• First Tr Exchange Traded FundTDIV0.1%
• iShares Global Tech ETFIXN0.1%
• Palantir TechnologiesPLTR0.1%
• ASML HoldingASML0.1%
• Ssga Active TrSTOT0.1%
• Vanguard Index FundsVOT0.1%
• Schwab US Large-cap Growth ETFSCHG0.1%
• First Tr Exchange-traded ALPFTC0.1%
• iShares Gen-immunology Hlth ETFIDNA0.1%
• Costco WholesaleCOST0.1%
• IsharesEMGF0.1%
• American Centy ETF TrAVSF0.1%
• Vanguard Index FundsVTI0.1%
• Vanguard Tax-exempt Bond ETFVTEB0.1%
• Vanguard S/t Corp Bond ETFVCSH0.1%
• Johnson & JohnsonJNJ0.1%
• WisdomTree US Smallcap Divid ETFDES0.1%
• Schwab Emrg Mrkts Eqty ETFSCHE0.1%
• Invesco Exchange Traded Fund TRSPT0.1%
• BroadcomAVGO0.1%
• Schwab 1-5 Yr Corp BND ETFSCHJ0.1%
• Invesco S&P 500 Low Volatili ETFSPLV0.1%
• Amplify Cybersecurity ETFHACK0.1%
• Meta PlatformsMETA0.1%
• Vanguard Info Tech ETFVGT0.1%
• State Street Technology Select Sector ETFXLK0.1%
• Berkshire HathawayBRK/B0.1%
• Grayscale Bitcoin Trust ETFGBTC0.1%
• State Street SPDR N ICE St Muni ETFSHM0.1%
• First Trst Nasd CL EDG Sgiif ETFGRID0.1%
• WisdomTree Europe Hedged EQU ETFHEDJ0.1%