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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
RJFRaymond James Finl Inc
Recent Activity
Decreased -7.67%
0.55%
$10.766M
69,311 shares@ $155.33 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 11.71%
0.52%
$10.191M
17,389 shares@ $586.08 avg price
AMRKA-mark Precious Metals Inc
Recent Activity
Increased 38.57%
0.51%
$10.094M
368,393 shares@ $27.4 avg price
FLUTFlutter Entmt Plc
Recent Activity
Decreased -7.14%
0.5%
$9.906M
38,315 shares@ $258.54 avg price
ORLAOrla Mng Ltd New
Recent Activity
Increased 20.57%
0.5%
$9.897M
1.786M shares@ $5.54 avg price
FNFFidelity National Financial
Recent Activity
Decreased -3.96%
0.49%
$9.643M
171,764 shares@ $56.14 avg price
SIISprott Inc
Recent Activity
Decreased -0.59%
0.49%
$9.527M
225,926 shares@ $42.17 avg price
SGOVIshares Tr
Recent Activity
Decreased -12.27%
0.48%
$9.486M
94,560 shares@ $100.33 avg price
TSLATesla Inc
Recent Activity
Increased 1.81%
0.48%
$9.486M
23,490 shares@ $403.84 avg price
SMMDIshares Tr
Recent Activity
Increased 5.2%
0.48%
$9.39M
138,095 shares@ $68.0 avg price