CAMG
CWA Asset Management Group Portfolio holdings
AUM
$2.37B
1-Year Return
27.77%
This Quarter Return
-0.43%
1 Year Return
+27.77%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$315M
AUM Growth
+$22.4M
(+7.6%)
Cap. Flow
+$26.2M
Cap. Flow
% of AUM
8.29%
Top 10 Holdings %
Top 10 Hldgs %
30.66%
Holding
178
New
16
Increased
89
Reduced
46
Closed
11
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$9.18M |
| 2 |
CWAI
CWA Income ETF
CWAI
|
$5.4M |
| 3 |
Garmin
GRMN
|
$3.7M |
| 4 |
Fastenal
FAST
|
$2.8M |
| 5 |
Texas Instruments
TXN
|
$2.17M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$9.93M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.15M |
| 3 |
Royal Gold
RGLD
|
$1.57M |
| 4 |
Wheaton Precious Metals
WPM
|
$1.53M |
| 5 |
GE Aerospace
GE
|
$833K |
Sector Composition
| 1 | Technology | 19.77% |
| 2 | Financials | 15.19% |
| 3 | Energy | 13.24% |
| 4 | Consumer Staples | 12.48% |
| 5 | Industrials | 7.86% |
