Top 50 Clearwater Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | 12.79% | 3.12M | $158.5M | +6.60%(+192.93K) | $50.31(+0.73%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 6.59% | 930.2K | $81.7M | +3.38%(+30.45K) | $48.46(+99.50%) | 2026-03-31 | |
| LRGF | ISHARES TR | 6.01% | 1.13M | $74.5M | +5.66%(+60.48K) | $36.77(+103.25%) | 2026-03-31 | |
| INTF | ISHARES TR | 5.96% | 1.89M | $73.8M | +2.90%(+53.35K) | $25.74(+60.40%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 5.47% | 1.30M | $67.7M | +18.67%(+205.24K) | $52.90(-1.31%) | 2026-03-31 | |
| BBAG | J P MORGAN EXCHANGE TRADED F | 4.48% | 1.20M | $55.5M | +8.46%(+93.76K) | $45.89(-0.27%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 4.15% | 1.13M | $51.4M | +2.13%(+23.54K) | $28.59(+75.70%) | 2026-03-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 3.65% | 909.1K | $45.3M | +6.63%(+56.51K) | $48.64(+2.58%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.31% | 521.9K | $41.1M | +8.86%(+42.49K) | $60.55(+60.57%) | 2026-03-31 | |
| JSI | JANUS DETROIT STR TR | 3.21% | 771.1K | $39.8M | +28.65%(+171.73K) | $52.08(-1.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.08% | +29.79% |
| Top 20 Holdings Unweighted | +10.50% | +34.92% |
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