Instuitional Investor - Duncan Williams Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Duncan Williams Asset Management, Llc |
| Portfolio Value | $402,461,313 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Us Quality Dividend Growth Fund - ETF | 523,234 | $48,195,054 | 11.98% | |
| 2. | Vanguard Growth Etf - ETF | 102,995 | $48,136,659 | 11.96% | |
| 3. | IEF | 272,824 | $29,216,723 | 7.26% | |
| 4. | Avantis All International Markets Equity Etf - ETF | 280,261 | $22,213,509 | 5.52% | |
| 5. | AAPL | 55,201 | $15,262,654 | 3.79% |
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