Sign In
test

Eric Hamilton

Cwc Advisors, Llc.

Assets Managed
$210.123M
Holdings
149
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
1.46%(2Q avg: 1.44%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwc Advisors, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Cwc Advisors, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 210.123M in assets, with a quarterly growth rate of 1.46% and a 2-quarter average growth rate of 1.44%. The portfolio is managed by Eric Hamilton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 135.64%
5.57%
$11.691M
234,837 shares@ $49.79 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 2.54%
3.52%
$7.396M
124,198 shares@ $59.56 avg price
CLOI
Vaneck Clo Etf
Recent Activity
Increased 0.68%
3.34%
$7.004M
132,906 shares@ $52.7 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.64%
3.2%
$6.719M
21,707 shares@ $309.52 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.96%
3.14%
$6.587M
25,953 shares@ $253.8 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 12.12%
2.86%
$5.999M
69,200 shares@ $86.69 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.55%
2.62%
$5.495M
31,506 shares@ $174.4 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Increased 1.88%
2.51%
$5.262M
206,533 shares@ $25.49 avg price
MBSF
Regan Floating Rate Mbs Etf
Recent Activity
Increased 1.68%
2.49%
$5.22M
204,614 shares@ $25.51 avg price
CWI
Spdr Msci Acwi Ex-us
Recent Activity
Increased 0.93%
2.42%
$5.07M
138,560 shares@ $36.59 avg price

1-10 of 149