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Eric Hamilton

Cwc Advisors, Llc.

Assets Managed
$225.248M
Holdings
152
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
7.2%(2Q avg: 4.33%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwc Advisors, Llc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 152 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 225.248M in assets, with a quarterly growth rate of 7.2% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Eric Hamilton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 1.04%
5.25%
$11.811M
237,265 shares@ $49.79 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -6.23%
3.42%
$7.689M
20,354 shares@ $377.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.57%
3.32%
$7.467M
25,804 shares@ $289.37 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 0.69%
3.28%
$7.375M
125,048 shares@ $58.98 avg price
CLOI
Vaneck Clo Etf
Recent Activity
Increased 1.87%
3.19%
$7.169M
135,390 shares@ $52.96 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 1.56%
2.7%
$6.073M
70,278 shares@ $86.43 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.72%
2.7%
$6.069M
30,332 shares@ $200.1 avg price
CWI
Spdr Msci Acwi Ex-us
Recent Activity
Decreased -2.46%
2.45%
$5.496M
135,144 shares@ $40.67 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Increased 3.24%
2.43%
$5.46M
213,211 shares@ $25.62 avg price
MBSF
Regan Floating Rate Mbs Etf
Recent Activity
Increased 3.34%
2.42%
$5.429M
211,437 shares@ $25.68 avg price

1-10 of 152