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CWC Advisors, LLC.
CWC Advisors, LLC is an investment management firm headquartered in Lake Oswego, Oregon. Founded in December 2000 by Cleland Woolworth Capital Group LLC, CWC Advisors provides customized investment advisory and portfolio management services to high-net-worth individuals and charitable organizations. As of March 2025, the firm employs approximately 9 professionals and manages over $421 million in assets. CWC Advisors is a SEC registered investment adviser.
Investment Strategy
CWC Advisors employs a value-oriented, fundamental research-driven investment strategy, focusing on securities that have low market expectations priced in but possess solid fundamentals and growth prospects. The firm targets stocks with price underperformance relative to peers, attractive valuations versus projected growth, and leverages detailed balance sheet analysis, business plan reviews, and rigorous due diligence on management and competitors. Portfolios are diversified across large and small cap U.S. equities and constructed to overweight or underweight sectors opportunistically to outperform market benchmarks.
Latest 13F Filing Activity
CWC Advisors, LLC. filed their most recent 13F report on Sep 30, 2025 disclosing 145 equity positions with a total 13F market value of $204M. The fund increased holdings in Accenture PLC Ireland, Apple Inc., Broadcom Inc. among other positions. CWC Advisors, LLC. reduced exposure to Valued Advisers TR, Vaneck Etf Trust, Ishares TR among others.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 3.61% | $7.4M | 22,367 | $172.18 | $329.91 | +$1.2M |
V VGIT | VANGUARD SCOTTSDALE FDS | 3.53% | $7.2M | 120,176 | $59.89 | $60.03 | +$87.4K |
A AAPL | APPLE INC | 3.38% | $6.9M | 27,104 | $231.35 | $254.63 | +$1.4M |
C CLOI | VANECK ETF TRUST | 3.29% | $6.7M | 126,442 | $52.84 | $53.10 | +$33.3K |
N NVDA | NVIDIA CORPORATION | 2.84% | $5.8M | 31,119 | $141.37 | $186.58 | +$1.2M |
Industry Allocation
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