Mwa Asset Management
MWA Asset Management is a registered investment adviser headquartered in Wellesley, Massachusetts. It operates as a boutique investment management firm, primarily serving institutional investors and high-net-worth individuals. The firm appears to be incorporated or based in Massachusetts and is also associated with Morton Wealth Advisors Inc. Specific founding year and employee count are not available in public regulatory filings.
Investment Strategy
MWA Asset Management manages portfolios primarily for institutional and high-net-worth clients. The firm files quarterly 13F reports with the SEC, suggesting a focus on publicly traded securities including equities and possibly fixed income. Their approach likely emphasizes disciplined asset allocation, risk management, and active security selection, though detailed strategy disclosures are not available in public filings.
Top Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 4.75% | $7.8M | 28,140 | $83.06 | $275.65 | +$3.0M |
N NVDA | NVIDIA CORPORATION | 3.81% | $6.2M | 39,427 | $53.15 | $157.99 | +$2.0M |
M META | META PLATFORMS INC | 3.44% | $5.6M | 7,611 | $302.68 | $738.09 | +$1.3M |
A AAPL | APPLE INC | 3.36% | $5.5M | 26,771 | $171.40 | $205.17 | -$407.5K |
M MSFT | MICROSOFT CORP | 3.34% | $5.5M | 10,968 | $324.30 | $497.41 | +$1.5M |