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Home > Institutional Investor > Mwa Asset Management > Profile

Instuitional Investor - Mwa Asset Management

Fund Profile
Filing Period:
Fund Name: Mwa Asset Management
Portfolio Value $121,044,553
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 24,923 $4,798,393 3.96%
2.
Broadcom Inc.
 AVGO 3,695 $4,124,317 3.4%
3.
Microsoft Corp
 MSFT 10,301 $3,873,869 3.2%
4.
Amazon Com Inc
 AMZN 22,681 $3,446,149 2.84%
5.
Caterpillar Inc
 CAT 11,478 $3,393,903 2.8%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)