CAMG

CWA Asset Management Group Portfolio holdings

AUM $2.92B
1-Year Est. Return 35.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$525M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.12M
3
+$4.04M
4
PSA icon
Public Storage
PSA
+$3.66M
5
CTRA icon
Coterra Energy
CTRA
+$3.51M

Top Sells

1
+$11.5M
2
+$8.96M
3
+$8.49M
4
AEM icon
Agnico Eagle Mines
AEM
+$7.11M
5
KMB icon
Kimberly-Clark
KMB
+$6.29M

Sector Composition

1 Technology 17.41%
2 Healthcare 9.91%
3 Consumer Staples 9.76%
4 Financials 9.46%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
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