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Asset Manager ← All Institutions

Clearwater Capital Advisors, LLC

Q2 2025 · Filed 2025-08-12
Market Value
$1.1B
+5.8%
Holdings
178
New Purchases
9
Added To
54
Closed
15
Reduced
75
Top 10 Concentration
56.1%
Turnover
13.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMXC 2.77% 0.00% +2.77% $30M
AVXC 2.08% 0.00% +2.08% $23M
XC 1.39% 0.00% +1.39% $15M
LRGF 6.25% 5.93% +0.32% $68M
ARKF 1.15% 0.85% +0.30% $13M
INTF 5.77% 5.52% +0.24% $63M
ARKG 0.59% 0.39% +0.19% $6M
SPDW 4.10% 3.94% +0.16% $45M
SMLF 2.89% 2.75% +0.14% $32M
MSFT 0.70% 0.57% +0.13% $8M
SNSR 1.28% 1.15% +0.13% $14M
CIBR 1.40% 1.27% +0.13% $15M
BOTZ 1.08% 0.96% +0.12% $12M
SCHA 1.39% 1.28% +0.11% $15M
SCHX 1.99% 1.88% +0.11% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHE 0.08% 1.90% -1.82% $866K
EMGF 0.08% 1.57% -1.49% $904K
XSOE 0.04% 1.02% -0.98% $440K
IEMG 0.09% 0.86% -0.77% $974K
NEAR 12.17% 12.85% -0.68% $133M
GEM 0.03% 0.41% -0.38% $349K
SPEM 0.00% 0.32% -0.32% $0
SCHO 5.48% 5.80% -0.31% $60M
PSX 0.00% 0.26% -0.26% $0
IGSB 5.23% 5.48% -0.24% $57M
JAGG 4.10% 4.32% -0.22% $45M
MUB 1.50% 1.71% -0.21% $16M
AAPL 1.02% 1.20% -0.18% $11M
AGG 1.19% 1.35% -0.17% $13M
LMBS 3.40% 3.54% -0.14% $37M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 32 $56M 5.1%
Large Cap 65 $453M 41.4%
Mid Cap 45 $416M 38.1%
Small Cap 30 $129M 11.8%
Micro Cap 6 $41M 3.7%

Portfolio Analytics

Avg Market Cap
$255.3B
Median Market Cap
$14.2B
Avg P/E
43.9
Median P/E
26.9
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
44
# ETFs / Funds
134

Top Holdings (178 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NEAR 12.17% 2,607,464 $133M $51.10 $277K -6,336 -0.2%
2 DGRW 6.70% 876,024 $73M $83.74 $4M +8,810 +1.0%
3 LRGF 6.25% 1,067,110 $68M $64.13 $7M +6,230 +0.6%
4 INTF 5.77% 1,843,707 $63M $34.23 $6M -9,806 -0.5%
5 SCHO 5.48% 2,461,950 $60M $24.38 $19K -3,284 -0.1%
6 IGSB 5.23% 1,085,960 $57M $52.76 $640K +4,138 +0.4%
7 SPDW 4.10% 1,109,294 $45M $40.49 $4M -11,443 -1.0%
8 JAGG 4.10% 972,272 $45M $46.17 $167K +2,355 +0.2%
9 LMBS 3.40% 755,493 $37M $49.26 $542K +9,482 +1.3%
10 SMLF 2.89% 466,151 $32M $67.95 $3M +7,978 +1.7%
11 EMXC 2.77% 480,002 $30M $63.14 +480,002 NEW
12 MBB 2.57% 299,845 $28M $93.89 $344K +3,313 +1.1%
13 AVXC 2.08% 401,189 $23M $56.62 +401,189 NEW
14 SCHX 1.99% 891,227 $22M $24.44 $2M +10,704 +1.2%
15 GDX 1.89% 398,199 $21M $52.06 $1M -27,047 -6.4%
16 MUB 1.50% 157,077 $16M $104.48 -$1M -11,132 -6.6%
17 CIBR 1.40% 202,681 $15M $75.58 $2M -6,570 -3.1%
18 XC 1.39% 443,049 $15M $34.42 +443,049 NEW
19 SCHA 1.39% 600,161 $15M $25.30 $2M +36,720 +6.5%
20 SNSR 1.28% 371,198 $14M $37.76 $2M +8,580 +2.4%
21 AGG 1.19% 130,881 $13M $99.20 -$1M -10,780 -7.6%
22 SPMB 1.16% 573,559 $13M $22.10 -$566K -26,960 -4.5%
23 ARKF 1.15% 251,143 $13M $50.24 $4M -12,814 -4.8%
24 SCHM 1.14% 443,080 $12M $28.05 $1M +18,387 +4.3%
25 BOTZ 1.08% 362,407 $12M $32.65 $2M +14,469 +4.2%
26 FIW 1.05% 106,541 $12M $107.98 $830K +552 +0.5%
27 AAPL 1.02% 54,554 $11M $205.17 -$1M -1,516 -2.7%
28 EZM 1.01% 178,844 $11M $61.77 $811K +7,103 +4.1%
29 VUG 0.86% 21,484 $9M $438.40 $1M -76 -0.3%
30 SCHC 0.73% 188,396 $8M $42.59 $1M -2,138 -1.1%
31 SUB 0.71% 73,104 $8M $106.34 $258K +1,928 +2.7%
32 MSFT 0.70% 15,357 $8M $497.42 $2M -344 -2.2%
33 WCLD 0.68% 205,870 $7M $36.14 $1M +19,955 +10.7%
34 XT 0.67% 111,724 $7M $65.25 $1M +3,839 +3.6%
35 ARKG 0.59% 263,717 $6M $24.35 $2M +67,842 +34.6%
36 GIGB 0.57% 135,404 $6M $46.02 -$117K -3,318 -2.4%
37 JMUB 0.43% 94,272 $5M $49.64 $269K +6,055 +6.9%
38 SCZ 0.43% 64,075 $5M $72.68 $464K -1,919 -2.9%
39 ARKK 0.41% 64,323 $5M $70.29 $1M -6,188 -8.8%
40 DLN 0.40% 53,709 $4M $82.14 $54K -1,188 -2.2%
41 GSLC 0.34% 31,008 $4M $121.38 $353K +22 +0.1%
42 SCHF 0.34% 169,008 $4M $22.10 $150K -12,247 -6.8%
43 TBLL 0.27% 27,970 $3M $105.54 $125K +1,184 +4.4%
44 VCSH 0.26% 36,149 $3M $79.50 -$166K -2,357 -6.1%
45 IVV 0.25% 4,427 $3M $620.89 $569K +548 +14.1%
46 FMB 0.25% 53,979 $3M $49.82 $213K +4,873 +9.9%
47 GSIE 0.24% 66,681 $3M $39.66 $140K -3,570 -5.1%
48 SCHJ 0.24% 105,862 $3M $24.81 $7K -448 -0.4%
49 NVDA 0.24% 16,370 $3M $157.99 $927K +1,060 +6.9%
50 AMZN 0.23% 11,529 $3M $219.39 $388K +275 +2.4%
51 CLOU 0.22% 105,121 $2M $23.33 $65K -8,601 -7.6%
52 IBRX 0.20% 846,419 $2M $2.64 -$313K
53 VUSB 0.17% 36,323 $2M $49.87 $101K +2,015 +5.9%
54 IBDQ 0.16% 68,954 $2M $25.18 $2K
55 SPY 0.15% 2,699 $2M $617.80 $178K +37 +1.4%
56 RING 0.15% 37,563 $2M $43.78 -$292K -12,912 -25.6%
57 AVDE 0.15% 22,159 $2M $74.01 -$425K -9,006 -28.9%
58 HD 0.14% 4,177 $2M $366.61 $5K +11 +0.3%
59 META 0.14% 2,028 $1M $737.97 $667K +589 +40.9%
60 DBEF 0.13% 33,359 $1M $43.75 -$12K -621 -1.8%
61 DTD 0.13% 18,244 $1M $79.52 $47K
62 IDNA 0.13% 67,128 $1M $20.51 -$378K -18,525 -21.6%
63 COST 0.12% 1,373 $1M $990.11 $11K -52 -3.6%
64 IJH 0.12% 21,881 $1M $62.02 $94K +240 +1.1%
65 QQQ 0.12% 2,381 $1M $551.70 $235K +81 +3.5%
66 JPM 0.12% 4,382 $1M $289.91 $191K -16 -0.4%
67 MGK 0.11% 3,213 $1M $366.17 $178K -20 -0.6%
68 AVSF 0.10% 24,168 $1M $47.03 $32K +538 +2.3%
69 STOT 0.10% 23,577 $1M $47.35 -$130K -2,799 -10.6%
70 IJR 0.10% 10,196 $1M $109.29 -$30K -749 -6.8%
71 TDIV 0.10% 12,213 $1M $90.17 $203K +10 +0.1%
72 VOT 0.10% 3,831 $1M $284.39 $152K
73 SCHG 0.10% 36,655 $1M $29.21 $107K -1,815 -4.7%
74 TSLA 0.09% 3,219 $1M $317.66 $263K +290 +9.9%
75 GBIL 0.09% 9,951 $997K $100.15 -$11K -107 -1.1%
76 PLTR 0.09% 7,256 $989K $136.32 $477K +1,183 +19.5%
77 IEMG 0.09% 16,220 $974K $60.03 -$8M -148,424 -90.2%
78 IXN 0.09% 10,521 $972K $92.34 $175K
79 SHM 0.08% 18,990 $908K $47.83 -$116K -2,536 -11.8%
80 EMGF 0.08% 17,357 $904K $52.07 -$15M -330,775 -95.0%
81 LLY 0.08% 1,134 $884K $779.56 -$48K +6 +0.5%
82 VTEB 0.08% 17,945 $880K $49.03 $297K +6,200 +52.8%
83 FTC 0.08% 5,822 $879K $150.97 $110K -27 -0.5%
84 SCHE 0.08% 28,747 $866K $30.14 -$19M -683,701 -96.0%
85 GBTC 0.08% 9,798 $831K $84.83 $192K -15 -0.1%
86 SPLV 0.08% 11,351 $827K $72.82 -$22K
87 BRK-B 0.07% 1,678 $815K $485.83 -$60K +34 +2.1%
88 SHY 0.07% 9,802 $812K $82.86 -$118K -1,447 -12.9%
89 VTI 0.07% 2,448 $744K $303.92 $79K +27 +1.1%
90 DES 0.07% 23,144 $735K $31.76 -$6K -35 -0.1%
91 HACK 0.06% 8,047 $695K $86.37 $49K -950 -10.6%
92 MCD 0.06% 2,312 $675K $292.12 -$46K +2 +0.1%
93 HEDJ 0.06% 13,640 $656K $48.12 $9K
94 XLK 0.06% 2,530 $641K $253.23 $130K +58 +2.4%
95 GOOGL 0.06% 3,588 $632K $176.25 $91K +84 +2.4%
96 KKR 0.06% 4,637 $617K $133.03 $81K
97 VGT 0.05% 891 $591K $663.28 $108K
98 DHS 0.05% 6,084 $584K $95.98 -$50K -312 -4.9%
99 PG 0.05% 3,647 $581K $159.31 -$43K -13 -0.4%
100 SGOV 0.05% 5,575 $561K $100.69 -$46K -455 -7.5%

New Positions

SymbolValue% Port
EMXC $30M 2.77%
AVXC $23M 2.08%
XC $15M 1.39%
ROBO $228K 0.02%
BITB $228K 0.02%
P $220K 0.02%
IEFA $207K 0.02%
EMR $205K 0.02%
CRWD $202K 0.02%

Sold Out Positions

SymbolValue% Port
PSX —%
KO —%
PINS —%
COP —%
EEMV —%
CHKP —%
DGRO —%
DEM —%
AVEM —%
SPEM —%
XLF —%
EEM —%
FEM —%
FXE —%
VWO —%
View SEC EDGAR Filings for Clearwater Capital Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms