Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLEARWATER CAPITAL ADVISORS LLC | 10-24-2023 | 09-30-2023 | 142 | 816,148,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 151 | $303,273 | 4,190 | 0.00 | 0.00 | -483 | -10.34 | 09-30-2023 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 152 | $300,840 | 5,657 | 0.00 | 0.00 | -95 | -1.65 | 09-30-2023 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 153 | $299,556 | 656 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| KKR & CO INC | COM | 154 | $298,452 | 4,845 | 0.00 | 0.00 | -500 | -9.35 | 09-30-2023 |
