DWAM

Duncan Williams Asset Management Portfolio holdings

AUM $317M
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$375K
2 +$280K
3 +$146K
4
LMT icon
Lockheed Martin
LMT
+$139K
5
MA icon
Mastercard
MA
+$74.6K

Sector Composition

1 Technology 12.24%
2 Financials 9.2%
3 Healthcare 5.07%
4 Consumer Discretionary 4.7%
5 Industrials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$66.8K 0.04%
+10,093
127
$62.4K 0.03%
+21,000
128
$17K 0.01%
+938
129
-1,175