Instuitional Investor - Duncan Williams Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Duncan Williams Asset Management, Llc |
| Portfolio Value | $253,981,219 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 91,421 | $37,522,690 | 14.77% | |
| 2. | FNDF | 948,172 | $25,904,066 | 10.19% | |
| 3. | AAPL | 57,902 | $14,499,808 | 5.7% | |
| 4. | Wisdomtree Us Quality Dividend Growth Fund - ETF | 169,970 | $13,755,639 | 5.41% | |
| 5. | Vanguard S&P 500 Etf - ETF | 14,187 | $7,644,088 | 3% |
