Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Cwc Advisors, Llc. > Profile

Instuitional Investor - Cwc Advisors, Llc.

Fund Profile
Filing Period:
Fund Name: Cwc Advisors, Llc.
Portfolio Value $100,257,879
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 23,617 $5,914,236 5.9%
2.
Broadcom Inc.
 AVGO 21,525 $4,990,356 4.98%
3.
Vanguard Bd Index Fds - VANGUARD ULTRA
 85,140 $4,224,647 4.21%
4.
Vanguard Scottsdale Funds
 70,885 $4,124,089 4.11%
5.
Vanguard Index Fds - SM CP VAL ETF
 17,807 $3,529,015 3.52%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)