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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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 11.6%
0.31%
$5.952M
124,460 shares@ $47.82 avg price
PHMPulte Group Inc
Recent Activity
Increased 5.56%
0.3%
$5.92M
54,364 shares@ $108.9 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 3.07%
0.29%
$5.66M
96,040 shares@ $58.94 avg price
GLWCorning Inc
Recent Activity
Decreased -5.74%
0.29%
$5.659M
119,092 shares@ $47.52 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 17.1%
0.29%
$5.633M
106,184 shares@ $53.05 avg price
FTNTFortinet Inc
Recent Activity
Decreased -7.57%
0.28%
$5.496M
58,167 shares@ $94.49 avg price
APPApplovin Corp
Recent Activity
Increased 26.58%
0.28%
$5.43M
16,768 shares@ $323.83 avg price
WMTWalmart Inc
Recent Activity
Increased 0.46%
0.28%
$5.428M
60,078 shares@ $90.36 avg price
BACBank America Corp
Recent Activity
Increased 8.65%
0.28%
$5.419M
123,304 shares@ $43.96 avg price
CRMSalesforce Inc
Recent Activity
Increased 14.06%
0.27%
$5.252M
15,708 shares@ $334.33 avg price