Kimberly Key

@Cwa Asset Management Group, Llc

Latest period2024 - Q4

Reported13d ago

Managed Assets$1.983B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSTUEtf Opportunities Trust Recent Activity New Position	0.01%	$95,798 12,605 shares@ $7.6 avg price	New Position
PLGPlatinum Group Metals Ltd Recent Activity New Position	0.01%	$12,800 10,000 shares@ $1.28 avg price	New Position