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MWA ASSET MANAGEMENT 13F portfolio summary

MWA ASSET MANAGEMENT of MWA ASSET MANAGEMENT has 162 current stock holdings with a reported portfolio value of $198.3M. The portfolio 1 year return is +27.49%. Top holdings include QQQ (0.00%), SPY (0.00%), CAT (2.02%), AAPL (1.94%), AVGO (1.92%).

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MWA ASSET MANAGEMENT

MWA ASSET MANAGEMENT
Latest filing: 2026-03-31

MWA ASSET MANAGEMENT runs MWA ASSET MANAGEMENT and currently holds 162 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $198.27M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MWA ASSET MANAGEMENT ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MWA ASSET MANAGEMENT's portfolio at MWA ASSET MANAGEMENT has delivered returns of +27.49%. Their 3-year annualized return is +70.15%. Looking at the 5-year horizon, MWA ASSET MANAGEMENT has achieved +70.15% annualized returns at MWA ASSET MANAGEMENT.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+27.49%
#0/1000
3 Year
+70.15%
#0/1000
5 Year
+70.15%
#0/1000

Portfolio Value

$198.27M

Alpha Score

54.7

#0 of 1000

Holdings

162

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change