Instuitional Investor - Duncan Williams Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Duncan Williams Asset Management, Llc |
| Portfolio Value | $276,834,334 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 96,853 | $35,915,038 | 12.97% | |
| 2. | Wisdomtree Us Quality Dividend Growth Fund - ETF | 388,462 | $31,022,592 | 11.21% | |
| 3. | FNDF | 1,044,607 | $29,207,203 | 10.55% | |
| 4. | AAPL | 57,301 | $12,728,227 | 4.6% | |
| 5. | Vanguard Value Etf - ETF | 45,989 | $7,944,137 | 2.87% |
