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Home > Institutional Investor > Duncan Williams Asset Management, Llc > Profile

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
 91,421 $37,522,690 14.77%
2.
Schwab Strategic Trust
 FNDF 948,172 $25,904,066 10.19%
3.
Apple Inc.
 AAPL 57,902 $14,499,808 5.7%
4.
Wisdomtree Us Quality Dividend Growth Fund
 169,970 $13,755,639 5.41%
5.
Vanguard S&P 500 Etf
 14,187 $7,644,088 3%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)