Instuitional Investor - Duncan Williams Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Duncan Williams Asset Management, Llc |
| Portfolio Value | $443,610,227 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 607,777 | $52,353,872 | 11.8% | |
| 2. | Wisdomtree Us Quality Dividend Growth Fund - ETF | 533,740 | $51,036,252 | 11.5% | |
| 3. | IEF | 282,318 | $31,097,294 | 7.01% | |
| 4. | Avantis All International Markets Equity Etf - ETF | 361,184 | $29,754,348 | 6.71% | |
| 5. | Fidelity Enhanced Mid Cap Core Etf - ETF | 533,933 | $21,666,982 | 4.88% |
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