StockDriftsStockDriftsTop 50 Cwc Advisors, Llc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 5.56% | 234.8K | $11.7M | +135.64%(+135.18K) | $49.78(-0.16%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.52% | 124.2K | $7.4M | +2.53%(+3.07K) | $59.05(-0.12%) | 2026-03-31 | |
| CLOI | VANECK ETF TRUST | 3.33% | 132.9K | $7.0M | +0.67%(+890) | $52.81(+0.07%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.2% | 21.7K | $6.7M | -0.65%(-141) | $168.90(+146.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.13% | 26.0K | $6.6M | -0.97%(-253) | $217.15(+37.63%) | 2026-03-31 | |
| TLT | ISHARES TR | 2.85% | 69.2K | $6.0M | +12.11%(+7.48K) | $90.08(-5.86%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.61% | 31.5K | $5.5M | -1.55%(-497) | $133.14(+69.62%) | 2026-03-31 | |
| FLTR | VANECK ETF TRUST | 2.5% | 206.5K | $5.3M | +1.87%(+3.80K) | $25.50(+0.08%) | 2026-03-31 | |
| MBSF | VALUED ADVISERS TR | 2.48% | 204.6K | $5.2M | +1.68%(+3.38K) | $25.44(+0.77%) | 2026-03-31 | |
| CWI | SPDR INDEX SHS FDS | 2.41% | 138.6K | $5.1M | +0.92%(+1.27K) | $29.16(+38.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.67% | +21.37% |
| Top 20 Holdings Unweighted | +6.69% | +21.43% |
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