CWC Advisors, LLC. - Portfolio overview

CWC Advisors, LLC. has 161 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUSB - VANGUARD BD INDEX FDS, 5.35%
2. VGIT - VANGUARD SCOTTSDALE FDS, 3.38%
3. CLOI - VANECK ETF TRUST, 3.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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