Home / Leaderboard / CWA Asset Management Group, LLC
CWA Asset Management Group, LLC
William Beynon · Investment Advisor · Value
CWA Asset Management Group, LLC, doing business as Capital Wealth Advisors and blueharbor wealth advisors, is an independent registered investment advisor headquartered in Naples, Florida. Founded in 2011, the firm provides comprehensive wealth management, estate planning, and family office services primarily to high-net-worth individuals, families, and institutional clients. The institution is known for its customized approach to portfolio management, utilizing proprietary models and a fiduciary standard to guide clients through complex financial landscapes. Over the years, it has expanded its reach with multiple offices and a focus on integrating wealth advisory with advanced tax and estate strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.8% |
| YTD return | +6.8% |
| Sharpe ratio | 2.23 |
| Win rate | 44% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.capitalwealthadvisors.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 18.7% | +18.4% |
| AAPL | Apple Inc | 16.5% | +30.1% |
| GOOGL | Alphabet Inc Class A | 9.1% | +36.4% |
| MSFT | Microsoft Corporation | 8.7% | +1.3% |
| AMZN | Amazon.com Inc | 5.2% | +14.1% |
| TS | Tenaris SA ADR | 4.7% | -5.9% |
| RIG | Transocean Ltd | 4.2% | -3.3% |
| TPL | Texas Pacific Land Trust | 3.8% | -11.7% |
| BRK-A | Berkshire Hathaway Inc | 3.7% | +1.5% |
| META | Meta Platforms Inc. | 3.1% | +7.6% |
| JPM | JPMorgan Chase & Co | 2.9% | +13.2% |
| NE | Noble Corporation plc | 2.8% | -6.7% |
| COST | Costco Wholesale Corp | 2.5% | -3.0% |
| AVGO | Broadcom Inc | 2.3% | +6.0% |
| JNJ | Johnson & Johnson | 2.2% | +35.1% |
| ABBV | AbbVie Inc | 1.9% | +7.3% |
| V | Visa Inc. Class A | 1.9% | +6.8% |
| ERIE | Erie Indemnity Company | 1.9% | -1.5% |
| PLTR | Palantir Technologies Inc. | 1.8% | 0.0% |
| MELI | MercadoLibre Inc. | 1.7% | -7.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | ERIE | 2.0% → 1.9% |
| Sep 21, 2026 | BUY | V | 1.9% → 1.9% |
| Sep 21, 2026 | BUY | GOOGL | 8.7% → 9.1% |
| Sep 21, 2026 | SELL | META | 2.8% → 3.1% |
| Sep 21, 2026 | BUY | JNJ | 2.3% → 2.2% |
Investment Style Analysis
CWA Asset Management Group, LLC is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, CWA Asset Management Group, LLC made a significant move by increasing exposure to ERIE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
CWA Asset Management Group follows a flexible, long-term investment philosophy centered on growth and capital preservation. The firm’s primary approach involves a value-oriented methodology, seeking to purchase securities that trade at values materially lower than the firm's assessment of their fundamental worth. Utilizing proprietary equity and fixed-income models, CWA incorporates fundamental, technical, and cyclical analysis to construct diversified portfolios. This strategy is tailored to each client's specific risk tolerance and time horizon, emphasizing strategic asset allocation and rigorous risk management across traditional and alternative asset classes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with CWA Asset Management Group, LLC.
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +20.3%
- Systematic Financial Management LP — Kenneth Burgess · 3M -15.1%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -12.2%
- Reinhart Partners, LLC — James Reinhart · 3M -3.2%
Frequently asked questions
How is the simulated portfolio for CWA Asset Management Group, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is CWA Asset Management Group, LLC's largest holding?
As of the latest filing, CWA Asset Management Group, LLC's top position is NVIDIA Corporation (NVDA), representing 18.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is CWA Asset Management Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +10.8% with a win rate of 44%. Notably, the portfolio maintains a Sharpe Ratio of 2.23, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does CWA Asset Management Group, LLC primarily invest in?
CWA Asset Management Group, LLC has a strong preference for the Semiconductors sector, which makes up 21.0% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is CWA Asset Management Group, LLC's portfolio concentrated or diversified?
CWA Asset Management Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has CWA Asset Management Group, LLC performed in 2026?
Our AI-simulated model portfolio for CWA Asset Management Group, LLC tracks a Year-to-Date (YTD) return of +6.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does William Beynon manage CWA Asset Management Group, LLC directly?
Yes, William Beynon serves as the key portfolio manager for CWA Asset Management Group, LLC, overseeing the investment strategy and final capital allocation decisions.