MWA Asset Management

**MWA Asset Management** is a sophisticated multi-strategy manager overseeing $179M in assets across 121 distinct positions. The portfolio exhibits significant concentration in high-growth technology and established industrial names, notably holding AVGO ($8.3M), AAPL ($7.4M), and NVDA ($7.2M). Key allocations also target financial stability and digital infrastructure, with substantial weights in WFC-PA ($6.8M), GOOG ($6.6M), and AMZN ($5.3M). This structure suggests a conviction-driven approach balancing mega-cap tech exposure with diversified sector bets.

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