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CWC Advisors, LLC.
RIA/Wealth
CWC Advisors, LLC. is a RIA/Wealth based in Lake Oswego, OR led by Thane Alan Cleland, reporting $421.5M in AUM as of Q3 2025 with 53% ETF concentration.
CEOThane Alan Cleland
- Portfolio Value
- $204.2M
- Positions
- 146
- Top Holding
- AVGO at 3.61%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CWC Advisors, LLC.'s portfolio (29.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $7.4M | 3.61% | +$1.6K Bought | 0.00% 22.4K shares | |
ETF ETF | $7.2M | 3.53% | +$61.2K Bought | — 120.2K shares | |
Consumer Electronics Technology | $6.9M | 3.38% | +$15.3K Bought | 0.00% 27.1K shares | |
ETF ETF | $6.7M | 3.29% | +$14.4K Bought | — 126.4K shares | |
Semiconductors Technology | $5.8M | 2.84% | +$367.7K Bought | 0.00% 31.1K shares | |
ETF ETF | $5.8M | 2.82% | +$43.9K Bought | — 64.5K shares | |
ETF ETF | $5.7M | 2.81% | +$93.5K Bought | — 83.7K shares | |
ETF ETF | $4.9M | 2.39% | +$18.1K Bought | — 97.8K shares | |
ETF ETF | $4.9M | 2.39% | -$1.8M Sold | — 191.2K shares | |
ETF ETF | $4.8M | 2.37% | +$17.7K Bought | — 82.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CWC Advisors, LLC.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CWC Advisors, LLC.
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