Long-term investor
Cwc Advisors, Llc. @cwcadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001520683).
Record
- Tracked since 2025-12-31 (257 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.0%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUSB · 5.2% · long · since 2025-12-31
- AVGO · 3.4% · long · since 2025-12-31
- AAPL · 3.3% · long · since 2025-12-31
- VGIT · 3.3% · long · since 2025-12-31
- CLOI · 3.2% · long · since 2025-12-31
- TLT · 2.7% · long · since 2025-12-31
- NVDA · 2.7% · long · since 2025-12-31
- CWI · 2.4% · long · since 2025-12-31
- FLTR · 2.4% · long · since 2025-12-31
- MBSF · 2.4% · long · since 2025-12-31
- SPAB · 2.2% · long · since 2026-03-31
- VGSH · 2.2% · long · since 2025-12-31