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Kimberly Key

@Cwa Asset Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$1.983BTotal holdings559
Assets growth rate5.45%Assets growth rate (2-Q avg)9.89%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cwa Asset Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 559 positions.

Assets under management

The assets under management (AUM) of Cwa Asset Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.983B in assets, with a quarterly growth rate of 5.45% and a 2-quarter average growth rate of 9.89%. The portfolio is managed by Kimberly Key, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WDAYWorkday Inc
Recent Activity
New Position
0.03%
$509,609
1,975 shares@ $258.03 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.03%
$507,980
6,711 shares@ $75.7 avg price
LPXLouisiana Pac Corp
Recent Activity
New Position
0.03%
$505,117
4,878 shares@ $103.56 avg price
VUSBVanguard Bd Index Fds
Recent Activity
New Position
0.03%
$501,201
10,101 shares@ $49.62 avg price
PPCPilgrims Pride Corp
Recent Activity
New Position
0.03%
$487,897
10,749 shares@ $45.39 avg price
MTZMastec Inc
Recent Activity
New Position
0.03%
$485,203
3,564 shares@ $136.15 avg price
XLBSelect Sector Spdr Tr
Recent Activity
New Position
0.03%
$417,166
4,958 shares@ $84.14 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.03%
$417,053
1,440 shares@ $289.63 avg price
FVRRFiverr Intl Ltd
Recent Activity
New Position
0.03%
$406,430
12,809 shares@ $31.74 avg price
AUPHAurinia Pharmaceuticals Inc
Recent Activity
New Position
0.03%
$398,613
44,389 shares@ $8.98 avg price