CWC Advisors, LLC.
Annual return '25
+21.4%
SPY '25
+17.7%
Alpha
+3.7ptsvs SPY
Invested
$210.1M
Holdings
147
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUSB
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 99.7k shares)
5.7%
02
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 121.1k shares)
3.6%
03
$CLOI
VANECK ETF TRUST
Q1 2026: Exited (was 132.0k shares)
3.4%
04
$AVGO
BROADCOM INC
Q1 2026: Sold 7.0% (21.8k → 20.3k shares)
3.3%
05
$AAPL
APPLE INC
Q1 2026: Increased +234.8% (26.2k → 87.7k shares)
3.2%
06
$TLT
ISHARES TR
Q1 2026: Exited (was 61.7k shares)
2.9%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +342.1% (32.0k → 141.5k shares)
2.7%
08
$FLTR
VANECK ETF TRUST
Q1 2026: Exited (was 202.7k shares)
2.5%
09
$MBSF
VALUED ADVISERS TR
Q1 2026: Exited (was 201.2k shares)
2.5%
10
$CWI
SPDR INDEX SHS FDS
Q1 2026: Exited (was 137.3k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:29 UTC.