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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
IGIBIshares Tr
Recent Activity
New Position
0.03%
$398,481
7,736 shares@ $51.51 avg price
DECDiversified Energy Company P
Recent Activity
New Position
0.02%
$390,331
23,234 shares@ $16.8 avg price
IBBIshares Tr
Recent Activity
New Position
0.02%
$382,087
2,890 shares@ $132.22 avg price
BTUPeabody Energy Corp
Recent Activity
New Position
0.02%
$367,501
17,550 shares@ $20.95 avg price
INMDInmode Ltd
Recent Activity
New Position
0.02%
$366,749
21,961 shares@ $16.71 avg price
EGYVaalco Energy Inc
Recent Activity
New Position
0.02%
$350,723
80,257 shares@ $4.37 avg price
XLISelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$287,896
2,185 shares@ $131.77 avg price
FIDUFidelity Covington Trust
Recent Activity
New Position
0.02%
$260,850
3,710 shares@ $70.31 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$254,303
3,235 shares@ $78.61 avg price
CNXCnx Res Corp
Recent Activity
New Position
0.02%
$240,995
6,572 shares@ $36.67 avg price