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Clearwater Capital Advisors, LLC Buys iShares MSCI Intl Multifactor ETF, WisdomTree ...

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·8 min read
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Investment company Clearwater Capital Advisors, LLC (Current Portfolio) buys iShares MSCI Intl Multifactor ETF, WisdomTree EnhancedContinuous Commodity Index Fund, WisdomTree U.S. LargeCap Dividend Fund, VanEck J.P. Morgan EM Local Currency Bond ETF, WisdomTree Emerging Markets ex-State-Owned Enterpr, sells BTC BlackRock Ultra Short-Term Bond ETF, VanEck Junior Gold Miners ETF, iShares U.S. Technology ETF, iShares J.P. Morgan EM Local Currency Bond ETF, Invitae Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Clearwater Capital Advisors, LLC. As of 2021Q4, Clearwater Capital Advisors, LLC owns 169 stocks with a total value of $907 million. These are the details of the buys and sells.

  • New Purchases: EMLC, DWX, RING, PFE, SPG, PSTG, MJ, XMMO, CGEN, MCRB,

  • Added Positions: INTF, GCC, DLN, XSOE, GDX, ARKK, SCHE, LRGF, DTD, GSIE, DBEF, SHYG, SCHX, DHS, EMGF, SCHC, SCHA, XT, SCHF, SCHM, AMZN, BOTZ, EZM, CSCO, SUB, QQQ, SPY, BABA, BRK.B, VTI, LLY, SCHZ, DIS, PACB, NNDM, TDOC, CRSP, MTUM, SMFR, IJR, IJH,

  • Reduced Positions: EBND, GDXJ, IDV, ARKF, SCHG, FTC, VUG, PGX, SCHV, HEDJ, MUB, GSLC, HYD, XLK, FYC, FMB, RYT, MGK, DXJ, USMV, VGT, IBRX, VOT, XLF, JPM, RPG, SPGP, PRF, VLUE, PEY, VRP, VYM, HACK, JKG, DVY, FISV, MSFT, NVDA, SRCL, TSLA, LAZR, IGIB, DEM, DES, DON, IYF, EES, FEM, FLOT, FTA, FXO, ABT, IDU, IVW, IWO,

  • Sold Out: ICSH, IYW, LEMB, NVTA, SQ, VTWV, INTC, ROKU, POTX,


For the details of Clearwater Capital Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/clearwater+capital+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Clearwater Capital Advisors, LLC

  1. WisdomTree U.S. Dividend Growth Fund (DGRW) - 1,172,309 shares, 8.52% of the total portfolio. Shares added by 0.53%

  2. iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) - 1,230,875 shares, 6.15% of the total portfolio. Shares added by 1.19%

  3. iShares MSCI USA Multifactor ETF (LRGF) - 1,049,314 shares, 5.39% of the total portfolio. Shares added by 2.75%

  4. BTC BlackRock Short Maturity Bond ETF (NEAR) - 895,327 shares, 4.93% of the total portfolio. Shares reduced by 0.2%

  5. iShares MSCI Intl Multifactor ETF (INTF) - 1,497,009 shares, 4.76% of the total portfolio. Shares added by 26.35%

New Purchase: VanEck J.P. Morgan EM Local Currency Bond ETF (EMLC)

Clearwater Capital Advisors, LLC initiated holding in VanEck J.P. Morgan EM Local Currency Bond ETF. The purchase prices were between $28.03 and $29.6, with an estimated average price of $28.86. The stock is now traded at around $28.410000. The impact to a portfolio due to this purchase was 0.4%. The holding were 125,853 shares as of 2021-12-31.

New Purchase: SPDR S&P International Dividend ETF (DWX)

Clearwater Capital Advisors, LLC initiated holding in SPDR S&P International Dividend ETF. The purchase prices were between $37.05 and $38.96, with an estimated average price of $38.21. The stock is now traded at around $38.590000. The impact to a portfolio due to this purchase was 0.16%. The holding were 37,170 shares as of 2021-12-31.

New Purchase: ISHARES INC (RING)

Clearwater Capital Advisors, LLC initiated holding in ISHARES INC. The purchase prices were between $24.37 and $28.72, with an estimated average price of $26.33. The stock is now traded at around $25.990000. The impact to a portfolio due to this purchase was 0.08%. The holding were 26,037 shares as of 2021-12-31.

New Purchase: Simon Property Group Inc (SPG)

Clearwater Capital Advisors, LLC initiated holding in Simon Property Group Inc. The purchase prices were between $131.39 and $170.5, with an estimated average price of $153.23. The stock is now traded at around $145.580000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,800 shares as of 2021-12-31.

New Purchase: Pfizer Inc (PFE)

Clearwater Capital Advisors, LLC initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $53.010000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,270 shares as of 2021-12-31.

New Purchase: Invesco S&P MidCap Momentum ETF (XMMO)

Clearwater Capital Advisors, LLC initiated holding in Invesco S&P MidCap Momentum ETF. The purchase prices were between $84.49 and $96.24, with an estimated average price of $90.41. The stock is now traded at around $80.410000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,213 shares as of 2021-12-31.

Added: iShares MSCI Intl Multifactor ETF (INTF)

Clearwater Capital Advisors, LLC added to a holding in iShares MSCI Intl Multifactor ETF by 26.35%. The purchase prices were between $27.35 and $29.34, with an estimated average price of $28.55. The stock is now traded at around $27.610000. The impact to a portfolio due to this purchase was 0.99%. The holding were 1,497,009 shares as of 2021-12-31.

Added: WisdomTree EnhancedContinuous Commodity Index Fund (GCC)

Clearwater Capital Advisors, LLC added to a holding in WisdomTree EnhancedContinuous Commodity Index Fund by 84.00%. The purchase prices were between $19.76 and $21.78, with an estimated average price of $20.87. The stock is now traded at around $21.960000. The impact to a portfolio due to this purchase was 0.68%. The holding were 648,646 shares as of 2021-12-31.

Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)

Clearwater Capital Advisors, LLC added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 90.77%. The purchase prices were between $59.49 and $66.15, with an estimated average price of $63.06. The stock is now traded at around $63.430000. The impact to a portfolio due to this purchase was 0.45%. The holding were 129,271 shares as of 2021-12-31.

Added: WisdomTree Emerging Markets ex-State-Owned Enterpr (XSOE)

Clearwater Capital Advisors, LLC added to a holding in WisdomTree Emerging Markets ex-State-Owned Enterpr by 37.85%. The purchase prices were between $35.66 and $38.97, with an estimated average price of $37.55. The stock is now traded at around $35.190000. The impact to a portfolio due to this purchase was 0.36%. The holding were 320,095 shares as of 2021-12-31.

Added: ARK Innovation ETF (ARKK)

Clearwater Capital Advisors, LLC added to a holding in ARK Innovation ETF by 30.25%. The purchase prices were between $91.12 and $124.1, with an estimated average price of $108.29. The stock is now traded at around $69.030000. The impact to a portfolio due to this purchase was 0.17%. The holding were 71,385 shares as of 2021-12-31.

Added: WisdomTree U.S. Total Dividend Fund (DTD)

Clearwater Capital Advisors, LLC added to a holding in WisdomTree U.S. Total Dividend Fund by 96.33%. The purchase prices were between $58.64 and $64.77, with an estimated average price of $62.01. The stock is now traded at around $62.240000. The impact to a portfolio due to this purchase was 0.08%. The holding were 23,082 shares as of 2021-12-31.

Sold Out: BTC BlackRock Ultra Short-Term Bond ETF (ICSH)

Clearwater Capital Advisors, LLC sold out a holding in BTC BlackRock Ultra Short-Term Bond ETF. The sale prices were between $50.36 and $50.44, with an estimated average price of $50.4.

Sold Out: iShares J.P. Morgan EM Local Currency Bond ETF (LEMB)

Clearwater Capital Advisors, LLC sold out a holding in iShares J.P. Morgan EM Local Currency Bond ETF. The sale prices were between $38.56 and $40.81, with an estimated average price of $39.79.

Sold Out: iShares U.S. Technology ETF (IYW)

Clearwater Capital Advisors, LLC sold out a holding in iShares U.S. Technology ETF. The sale prices were between $100.01 and $117.09, with an estimated average price of $111.07.

Sold Out: Invitae Corp (NVTA)

Clearwater Capital Advisors, LLC sold out a holding in Invitae Corp. The sale prices were between $14.7 and $28.58, with an estimated average price of $21.39.

Sold Out: Block Inc (SQ)

Clearwater Capital Advisors, LLC sold out a holding in Block Inc. The sale prices were between $158.3 and $265.08, with an estimated average price of $215.58.

Sold Out: Vanguard Russell 2000 Value Index Fund (VTWV)

Clearwater Capital Advisors, LLC sold out a holding in Vanguard Russell 2000 Value Index Fund. The sale prices were between $137.06 and $153.92, with an estimated average price of $145.26.



Here is the complete portfolio of Clearwater Capital Advisors, LLC. Also check out:

1. Clearwater Capital Advisors, LLC's Undervalued Stocks

2. Clearwater Capital Advisors, LLC's Top Growth Companies, and

3. Clearwater Capital Advisors, LLC's High Yield stocks

4. Stocks that Clearwater Capital Advisors, LLC keeps buyingThis article first appeared on GuruFocus.