Long-term investor

Cws Financial Advisors, LLC @cwsfinancialadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802459).

Record

  • Tracked since 2025-06-30 (431 days), 80 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.7% · 6 months +4.4% · 1 year +7.7% · all +7.7%
  • Max drawdown -3.1% · Sharpe 0.26 · win rate 29% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SYK · 17.0% · long · since 2025-06-30
  • 25434V401 · 10.7% · long · since 2025-09-30
  • 922908363 · 5.8% · long · since 2025-06-30
  • AAPL · 4.1% · long · since 2025-06-30
  • 464287804 · 3.9% · long · since 2025-06-30
  • 921909768 · 3.5% · long · since 2025-06-30
  • 25434V203 · 3.3% · long · since 2025-12-31
  • 922908736 · 2.9% · long · since 2025-06-30
  • 921908844 · 2.8% · long · since 2025-06-30
  • 922908744 · 2.8% · long · since 2025-06-30
  • 922908769 · 2.7% · long · since 2025-06-30
  • QQQ · 2.6% · long · since 2025-06-30

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