Long-term investor
W Advisors, LLC @wadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001929907).
Record
- Tracked since 2025-06-30 (434 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months +12.0% · 1 year +20.9% · all +20.9%
- Max drawdown -1.5% · Sharpe 1.34 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVW · 7.3% · long · since 2025-06-30
- AAPL · 5.5% · long · since 2025-06-30
- IVV · 5.1% · long · since 2025-06-30
- MRK · 4.2% · long · since 2025-06-30
- OEF · 3.4% · long · since 2025-06-30
- SUSL · 2.8% · long · since 2025-06-30
- SPY · 2.8% · long · since 2025-06-30
- IVE · 2.8% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- IWF · 2.7% · long · since 2025-06-30
- VIG · 2.7% · long · since 2025-06-30
- XOM · 2.2% · long · since 2025-06-30