MWA Asset Management - Portfolio overview

MWA Asset Management has 140 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. CAT - CATERPILLAR INC, 3.88%
2. AAPL - APPLE INC, 3.71%
3. AVGO - BROADCOM INC, 3.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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